Pinnacle Financial Partners (Tennessee)’s Comfort Systems FIX Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	$434K	Sell	526 -49	-9%	-$33.2K	0.01%	351
2025 Q2	$308K	Sell	575 -241	-30%	-$105K	0.01%	380
2025 Q1	$263K	Hold	816	–	–	0.01%	401
2024 Q4	$346K	Hold	816	–	–	0.01%	363
2024 Q3	$319K	Hold	816	–	–	0.01%	372
2024 Q2	$248K	Hold	816	–	–	0.01%	392
2024 Q1	$259K	Buy	+816	New	+$208K	0.01%	392

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s FIX Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its Comfort Systems (FIX) stake by 8.5% in Q3 2025, selling an estimated $33.2K and leaving 526 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #351.

Pinnacle Financial Partners (Tennessee) first reported a position in FIX in Q1 2024 and has held it in 7 quarters since. 887 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 526 shares of Comfort Systems worth $434K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 49 Comfort Systems shares in Q3 2025, an estimated $33.2K.
Comfort Systems made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #351 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in Comfort Systems in Q1 2024 and has held it in 7 quarters since.
887 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.