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Retireful LLC’s Comfort Systems FIX Stock Holding History

Retireful LLC’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 		– Sell
-1,123
Closed -$2.23M – 95
2026
Q2 		$2.23M Buy
1,123
+90
+9% +$163K 2.07% 15
2026
Q1 		$1.42M Buy
1,033
+80
+8% +$102K 2.01% 15
2025
Q4 		$902K Sell
953
-8
-0.8% -$7.39K 1.13% 27
2025
Q3 		$793K Sell
961
-399
-29% -$270K 0.77% 47
2025
Q2 		$729K Buy
+1,360
New +$592K 0.5% 76

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Zevenbergen Capital Investments
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Wealth Enhancement Advisory Services
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Fjarde Ap-fonden
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Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Retireful LLC's FIX Position: Q3 2026 in Review

Retireful LLC sold out of Comfort Systems (FIX) in Q3 2026, closing a stake of 1,123 shares — an estimated $2.23M sold.

Retireful LLC first reported a position in FIX in Q2 2025 and held it in 5 quarters. The position peaked at $2.23M in Q2 2026. 179 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Retireful LLC reported no remaining Comfort Systems position as of Q3 2026 after selling out during the quarter.
  • Retireful LLC sold 1,123 Comfort Systems shares in Q3 2026, an estimated $2.23M.
  • Retireful LLC first reported a position in Comfort Systems in Q2 2025 and held it in 5 quarters.
  • Retireful LLC's Comfort Systems position peaked at $2.23M in Q2 2026.
  • 179 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.