Level Four Advisory Services’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.59M Buy
2,599
+303
+13% +$385K 0.12% 206
2025
Q4
$2.14M Sell
2,296
-542
-19% -$500K 0.07% 276
2025
Q3
$2.34M Buy
2,838
+84
+3% +$56.9K 0.08% 258
2025
Q2
$1.48M Sell
2,754
-2,886
-51% -$1.26M 0.05% 303
2025
Q1
$1.82M Buy
5,640
+1,127
+25% +$455K 0.07% 254
2024
Q4
$1.91M Buy
4,513
+764
+20% +$335K 0.08% 244
2024
Q3
$1.47M Buy
3,749
+339
+10% +$112K 0.06% 279
2024
Q2
$1.04M Buy
3,410
+168
+5% +$53.4K 0.05% 323
2024
Q1
$667K Buy
3,242
+74
+2% +$18.9K 0.04% 385
2023
Q4
$652K Sell
3,168
-376
-11% -$69.5K 0.04% 386
2023
Q3
$604K Sell
3,544
-880
-20% -$154K 0.04% 394
2023
Q2
$726K Buy
+4,424
New +$658K 0.04% 368

Other funds holding FIX

Level Four Advisory Services's FIX Position: Q1 2026 in Review

Level Four Advisory Services increased its Comfort Systems (FIX) stake by 13% in Q1 2026, buying an estimated $385K and bringing the position to 2,599 shares worth $3.59M. The position accounts for 0.12% of the portfolio, ranked #206.

Level Four Advisory Services first reported a position in FIX in Q2 2023 and has held it in 12 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Level Four Advisory Services held 2,599 shares of Comfort Systems worth $3.59M as of Q1 2026.
  • Level Four Advisory Services bought 303 Comfort Systems shares in Q1 2026, an estimated $385K.
  • Comfort Systems made up 0.12% of Level Four Advisory Services's portfolio in Q1 2026, its #206 holding.
  • Level Four Advisory Services first reported a position in Comfort Systems in Q2 2023 and has held it in 12 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.