Perigon Wealth Management
FIX icon

Perigon Wealth Management’s Comfort Systems FIX Stock Holding History

Perigon 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 		$1.09M Sell
662
-69
-9% -$116K 0.02% 571
2026
Q2 		$1.45M Sell
731
-129
-15% -$234K 0.02% 477
2026
Q1 		$1.19M Sell
860
-318
-27% -$404K 0.02% 487
2025
Q4 		$1.1M Buy
1,178
+557
+90% +$514K 0.02% 509
2025
Q3 		$512K Buy
+621
New +$421K 0.01% 731
2024
Q2 		– Sell
-652
Closed -$207K – 882
2024
Q1 		$207K Buy
+652
New +$167K 0.01% 801

Other funds holding FIX

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Perigon Wealth Management reduced its Comfort Systems (FIX) stake by 9.4% in Q3 2026, selling an estimated $116K and leaving 662 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #571.

Perigon Wealth Management first reported a position in FIX in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q2 2026. 473 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Perigon Wealth Management held 662 shares of Comfort Systems worth $1.09M as of Q3 2026.
  • Perigon Wealth Management sold 69 Comfort Systems shares in Q3 2026, an estimated $116K.
  • Comfort Systems made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #571 holding.
  • Perigon Wealth Management first reported a position in Comfort Systems in Q1 2024 and has held it in 6 quarters since.
  • Perigon Wealth Management's Comfort Systems position peaked at $1.45M in Q2 2026.
  • 473 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.