Private Client Services
FIX icon

Private Client Services’s Comfort Systems FIX Stock Holding History

Private Client Services’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 		$595K Sell
359
-278
-44% -$467K 0.16% 114
2026
Q2 		$1.26M Sell
637
-1,485
-70% -$2.69M 0.33% 63
2026
Q1 		$2.93M Sell
2,122
-448
-17% -$569K 0.88% 30
2025
Q4 		$2.4M Sell
2,570
-161
-6% -$149K 0.75% 36
2025
Q3 		$2.25M Buy
2,731
+2,354
+624% +$1.6M 0.75% 37
2025
Q2 		$202K Sell
377
-1,515
-80% -$660K 0.08% 194
2025
Q1 		$610K Sell
1,892
-3,007
-61% -$1.21M 0.3% 75
2024
Q4 		$2.08M Sell
4,899
-788
-14% -$346K 1.12% 24
2024
Q3 		$2.22M Buy
5,687
+2,411
+74% +$794K 1.19% 23
2024
Q2 		$996K Buy
+3,276
New +$1.04M 0.63% 45

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
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Private Client Services's FIX Position: Q3 2026 in Review

Private Client Services reduced its Comfort Systems (FIX) stake by 44% in Q3 2026, selling an estimated $467K and leaving 359 shares worth $595K. The position accounts for 0.16% of the portfolio, ranked #114.

Private Client Services first reported a position in FIX in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.93M in Q1 2026. 451 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Private Client Services held 359 shares of Comfort Systems worth $595K as of Q3 2026.
  • Private Client Services sold 278 Comfort Systems shares in Q3 2026, an estimated $467K.
  • Comfort Systems made up 0.16% of Private Client Services's portfolio in Q3 2026, its #114 holding.
  • Private Client Services first reported a position in Comfort Systems in Q2 2024 and has held it in 10 quarters since.
  • Private Client Services's Comfort Systems position peaked at $2.93M in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.