Petra Financial Advisors’s Comfort Systems FIX Stock Holding History

Petra 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
2026 Q1	$1.49M	Buy	1,080 +7	+0.7%	+$8.89K	0.92%	29
2025 Q4	$1M	Sell	1,073 -2	-0.2%	-$1.85K	0.59%	48
2025 Q3	$887K	Buy	1,075 +30	+3%	+$20.3K	0.52%	51
2025 Q2	$560K	Buy	+1,045	New	+$455K	0.36%	76
2025 Q1	–	Sell	-1,430	Closed	-$606K	–	130
2024 Q4	$606K	Buy	+1,430	New	+$628K	0.41%	66

Other funds holding FIX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Petra Financial Advisors's FIX Position: Q1 2026 in Review

Petra Financial Advisors increased its Comfort Systems (FIX) stake by 0.65% in Q1 2026, buying an estimated $8.89K and bringing the position to 1,080 shares worth $1.49M. The position accounts for 0.92% of the portfolio, ranked #29.

Petra Financial Advisors first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Petra Financial Advisors held 1,080 shares of Comfort Systems worth $1.49M as of Q1 2026.
Petra Financial Advisors bought 7 Comfort Systems shares in Q1 2026, an estimated $8.89K.
Comfort Systems made up 0.92% of Petra Financial Advisors's portfolio in Q1 2026, its #29 holding.
Petra Financial Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.