Lyell Wealth Management’s Comfort Systems FIX Stock Holding History

Lyell Wealth 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 Q3	$6.49M	Buy	+3,925	New	+$6.59M	0.38%	61

Other funds holding FIX

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Lyell Wealth Management's FIX Position: Q3 2026 in Review

Lyell Wealth Management opened a new position in Comfort Systems (FIX) in Q3 2026: 3,925 shares worth $6.49M. The stake represents 0.38% of the portfolio and ranks #61 among its holdings.

439 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Lyell Wealth Management held 3,925 shares of Comfort Systems worth $6.49M as of Q3 2026.
Comfort Systems was a new Lyell Wealth Management position in Q3 2026.
Comfort Systems made up 0.38% of Lyell Wealth Management's portfolio in Q3 2026, its #61 holding.
439 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.