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Root Financial Partners’s Comfort Systems FIX Stock Holding History

Root Financial Partners’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
Q1 		$408K Buy
296
+195
+193% +$248K 0.02% 198
2025
Q4 		$94.3K Sell
101
-2
-2% -$1.85K ﹤0.01% 488
2025
Q3 		$85K Buy
+103
New +$69.8K 0.01% 493

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Root Financial Partners's FIX Position: Q1 2026 in Review

Root Financial Partners increased its Comfort Systems (FIX) stake by 193% in Q1 2026, buying an estimated $248K and bringing the position to 296 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #198.

Root Financial Partners first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Root Financial Partners held 296 shares of Comfort Systems worth $408K as of Q1 2026.
  • Root Financial Partners bought 195 Comfort Systems shares in Q1 2026, an estimated $248K.
  • Comfort Systems made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #198 holding.
  • Root Financial Partners first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.