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Liberty One Investment Management’s Comfort Systems FIX Stock Holding History

Liberty One Investment Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$363K Buy
263
+59
+29% +$74.9K 0.04% 134
2025
Q4 		$191K Sell
204
-357
-64% -$330K 0.02% 124
2025
Q3 		$463K Buy
+561
New +$380K 0.03% 126

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Liberty One Investment Management's FIX Position: Q1 2026 in Review

Liberty One Investment Management increased its Comfort Systems (FIX) stake by 29% in Q1 2026, buying an estimated $74.9K and bringing the position to 263 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #134.

Liberty One Investment Management first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. The position peaked at $463K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Liberty One Investment Management held 263 shares of Comfort Systems worth $363K as of Q1 2026.
  • Liberty One Investment Management bought 59 Comfort Systems shares in Q1 2026, an estimated $74.9K.
  • Comfort Systems made up 0.04% of Liberty One Investment Management's portfolio in Q1 2026, its #134 holding.
  • Liberty One Investment Management first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • Liberty One Investment Management's Comfort Systems position peaked at $463K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.