Root Financial Partners
FIX icon

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
Q3 		$552K Sell
334
-47
-12% -$78.9K 0.02% 209
2026
Q2 		$755K Buy
381
+85
+29% +$154K 0.03% 147
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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Root Financial Partners's FIX Position: Q3 2026 in Review

Root Financial Partners reduced its Comfort Systems (FIX) stake by 12% in Q3 2026, selling an estimated $78.9K and leaving 334 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #209.

Root Financial Partners first reported a position in FIX in Q3 2025 and has held it in 5 quarters since. The position peaked at $755K in Q2 2026. 439 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Root Financial Partners held 334 shares of Comfort Systems worth $552K as of Q3 2026.
  • Root Financial Partners sold 47 Comfort Systems shares in Q3 2026, an estimated $78.9K.
  • Comfort Systems made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #209 holding.
  • Root Financial Partners first reported a position in Comfort Systems in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Comfort Systems position peaked at $755K in Q2 2026.
  • 439 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.