Prosperitas Financial
FIX icon

Prosperitas Financial’s Comfort Systems FIX Stock Holding History

Prosperitas Financial’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 		$6.61M Sell
3,995
-1,766
-31% -$2.96M 1.99% 16
2026
Q2 		$11.4M Sell
5,761
-274
-5% -$497K 3.66% 10
2026
Q1 		$8.32M Sell
6,035
-228
-4% -$289K 3.1% 13
2025
Q4 		$5.85M Sell
6,263
-107
-2% -$98.8K 2.27% 15
2025
Q3 		$5.26M Buy
6,370
+153
+2% +$104K 2.18% 16
2025
Q2 		$3.33M Buy
+6,217
New +$2.71M 1.57% 23

Other funds holding FIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Prosperitas Financial's FIX Position: Q3 2026 in Review

Prosperitas Financial reduced its Comfort Systems (FIX) stake by 31% in Q3 2026, selling an estimated $2.96M and leaving 3,995 shares worth $6.61M. The position accounts for 1.99% of the portfolio, ranked #16.

Prosperitas Financial first reported a position in FIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.4M in Q2 2026. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Prosperitas Financial held 3,995 shares of Comfort Systems worth $6.61M as of Q3 2026.
  • Prosperitas Financial sold 1,766 Comfort Systems shares in Q3 2026, an estimated $2.96M.
  • Comfort Systems made up 1.99% of Prosperitas Financial's portfolio in Q3 2026, its #16 holding.
  • Prosperitas Financial first reported a position in Comfort Systems in Q2 2025 and has held it in 6 quarters since.
  • Prosperitas Financial's Comfort Systems position peaked at $11.4M in Q2 2026.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.