Mayflower Financial Advisors’s Comfort Systems FIX Stock Holding History

Mayflower Financial Advisors’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
2025 Q4	–	Sell	-319	Closed	-$263K	–	423
2025 Q3	$263K	Sell	319 -115	-26%	-$77.9K	0.03%	357
2025 Q2	$233K	Buy	+434	New	+$189K	0.03%	371
2024 Q4	–	Sell	-633	Closed	-$247K	–	386
2024 Q3	$247K	Sell	633 -131	-17%	-$43.1K	0.04%	325
2024 Q2	$232K	Sell	764 -19	-2%	-$6.04K	0.04%	316
2024 Q1	$249K	Buy	+783	New	+$200K	0.04%	307
2023 Q3	–	Sell	-1,282	Closed	-$210K	–	348
2023 Q2	$210K	Sell	1,282 -289	-18%	-$43K	0.03%	329
2023 Q1	$229K	Buy	+1,571	New	+$204K	0.03%	306

Other funds holding FIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mayflower Financial Advisors's FIX Position: Q4 2025 in Review

Mayflower Financial Advisors sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 319 shares — an estimated $263K sold.

Mayflower Financial Advisors first reported a position in FIX in Q1 2023 and held it in 7 quarters. The position peaked at $263K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

Mayflower Financial Advisors reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
Mayflower Financial Advisors sold 319 Comfort Systems shares in Q4 2025, an estimated $263K.
Mayflower Financial Advisors first reported a position in Comfort Systems in Q1 2023 and held it in 7 quarters.
Mayflower Financial Advisors's Comfort Systems position peaked at $263K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Mayflower Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.