Riversedge Advisors
FIX icon

Riversedge Advisors’s Comfort Systems FIX Stock Holding History

Riversedge Advisors’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 		$784K Buy
474
+11
+2% +$18.5K 0.1% 93
2026
Q2 		$918K Buy
463
+93
+25% +$169K 0.12% 71
2026
Q1 		$510K Buy
370
+2
+0.5% +$2.54K 0.08% 86
2025
Q4 		$343K Buy
368
+106
+40% +$97.9K 0.06% 115
2025
Q3 		$216K Buy
+262
New +$178K 0.04% 178

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

Riversedge Advisors's FIX Position: Q3 2026 in Review

Riversedge Advisors increased its Comfort Systems (FIX) stake by 2.4% in Q3 2026, buying an estimated $18.5K and bringing the position to 474 shares worth $784K. The position accounts for 0.1% of the portfolio, ranked #93.

Riversedge Advisors first reported a position in FIX in Q3 2025 and has held it in 5 quarters since. The position peaked at $918K in Q2 2026. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Riversedge Advisors held 474 shares of Comfort Systems worth $784K as of Q3 2026.
  • Riversedge Advisors bought 11 Comfort Systems shares in Q3 2026, an estimated $18.5K.
  • Comfort Systems made up 0.1% of Riversedge Advisors's portfolio in Q3 2026, its #93 holding.
  • Riversedge Advisors first reported a position in Comfort Systems in Q3 2025 and has held it in 5 quarters since.
  • Riversedge Advisors's Comfort Systems position peaked at $918K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.