Perpetual Ltd
FIX icon

Perpetual Ltd’s Comfort Systems FIX Stock Holding History

Perpetual Ltd’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 		$713K Sell
431
-10
-2% -$16.8K 0.01% 260
2026
Q2 		$874K Sell
441
-18
-4% -$32.7K 0.01% 248
2026
Q1 		$633K Buy
+459
New +$583K 0.01% 282

Other funds holding FIX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Perpetual Ltd's FIX Position: Q3 2026 in Review

Perpetual Ltd reduced its Comfort Systems (FIX) stake by 2.3% in Q3 2026, selling an estimated $16.8K and leaving 431 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #260.

Perpetual Ltd first reported a position in FIX in Q1 2026 and has held it in 3 quarters since. The position peaked at $874K in Q2 2026. 639 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Perpetual Ltd held 431 shares of Comfort Systems worth $713K as of Q3 2026.
  • Perpetual Ltd sold 10 Comfort Systems shares in Q3 2026, an estimated $16.8K.
  • Comfort Systems made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #260 holding.
  • Perpetual Ltd first reported a position in Comfort Systems in Q1 2026 and has held it in 3 quarters since.
  • Perpetual Ltd's Comfort Systems position peaked at $874K in Q2 2026.
  • 639 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.