Retirement Wealth Solutions’s Comfort Systems FIX Stock Holding History

Retirement Wealth Solutions’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	$1.66K	Sell	1 -4	-80%	-$6.72K	﹤0.01%	640
2026 Q2	$9.9K	Hold	5	–	–	0.01%	229
2026 Q1	$6.9K	Buy	5 +1	+25%	+$1.27K	﹤0.01%	262
2025 Q4	$3.73K	Buy	4 +1	+33%	+$923	﹤0.01%	355
2025 Q3	$2.48K	Buy	+3	New	+$2.03K	﹤0.01%	408

Other funds holding FIX

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

Retirement Wealth Solutions's FIX Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Comfort Systems (FIX) stake by 80% in Q3 2026, selling an estimated $6.72K and leaving 1 share worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Retirement Wealth Solutions first reported a position in FIX in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.9K in Q2 2026. 269 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Retirement Wealth Solutions held 1 share of Comfort Systems worth $1.66K as of Q3 2026.
Retirement Wealth Solutions sold 4 Comfort Systems shares in Q3 2026, an estimated $6.72K.
Comfort Systems made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #640 holding.
Retirement Wealth Solutions first reported a position in Comfort Systems in Q3 2025 and has held it in 5 quarters since.
Retirement Wealth Solutions's Comfort Systems position peaked at $9.9K in Q2 2026.
269 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.