Mather Group’s Comfort Systems FIX Stock Holding History

Mather Group’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	$324K	Buy	196 +29	+17%	+$48.7K	﹤0.01%	659
2026 Q2	$331K	Buy	167 +11	+7%	+$20K	﹤0.01%	643
2026 Q1	$215K	Buy	+156	New	+$198K	﹤0.01%	719
2025 Q4	–	Sell	-147	Closed	-$121K	–	988
2025 Q3	$121K	Buy	+147	New	+$100K	﹤0.01%	733
2025 Q2	–	Sell	-15	Closed	-$4.84K	–	989
2025 Q1	$4.84K	Hold	15	–	–	﹤0.01%	1413
2024 Q4	$6.36K	Hold	15	–	–	﹤0.01%	1335
2024 Q3	$5.86K	Hold	15	–	–	﹤0.01%	1275
2024 Q2	$4.77K	Hold	15	–	–	﹤0.01%	1637
2024 Q1	$3.08K	Buy	+15	New	+$3.83K	﹤0.01%	1454

Other funds holding FIX

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

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Mather Group's FIX Position: Q3 2026 in Review

Mather Group increased its Comfort Systems (FIX) stake by 17% in Q3 2026, buying an estimated $48.7K and bringing the position to 196 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Mather Group first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. The position peaked at $331K in Q2 2026. 203 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Mather Group held 196 shares of Comfort Systems worth $324K as of Q3 2026.
Mather Group bought 29 Comfort Systems shares in Q3 2026, an estimated $48.7K.
Comfort Systems made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #659 holding.
Mather Group first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
Mather Group's Comfort Systems position peaked at $331K in Q2 2026.
203 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.