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Scotia Capital’s Comfort Systems FIX Stock Holding History

Scotia Capital’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 		$346K Sell
251
-74
-23% -$94K ﹤0.01% 741
2025
Q4 		$303K Buy
325
+13
+4% +$12K ﹤0.01% 748
2025
Q3 		$257K Buy
+312
New +$211K ﹤0.01% 794
2025
Q1 		– Sell
-1,052
Closed -$446K – 871
2024
Q4 		$446K Sell
1,052
-24
-2% -$10.5K ﹤0.01% 639
2024
Q3 		$420K Sell
1,076
-164
-13% -$54K ﹤0.01% 641
2024
Q2 		$377K Sell
1,240
-222
-15% -$70.6K ﹤0.01% 647
2024
Q1 		$464K Buy
1,462
+462
+46% +$118K ﹤0.01% 608
2023
Q4 		$206K Sell
1,000
-969
-49% -$179K ﹤0.01% 740
2023
Q3 		$336K Buy
1,969
+244
+14% +$42.8K ﹤0.01% 620
2023
Q2 		$283K Buy
+1,725
New +$257K ﹤0.01% 662

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

Scotia Capital's FIX Position: Q1 2026 in Review

Scotia Capital reduced its Comfort Systems (FIX) stake by 23% in Q1 2026, selling an estimated $94K and leaving 251 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Scotia Capital first reported a position in FIX in Q2 2023 and has held it in 10 quarters since. The position peaked at $464K in Q1 2024. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Scotia Capital held 251 shares of Comfort Systems worth $346K as of Q1 2026.
  • Scotia Capital sold 74 Comfort Systems shares in Q1 2026, an estimated $94K.
  • Comfort Systems made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #741 holding.
  • Scotia Capital first reported a position in Comfort Systems in Q2 2023 and has held it in 10 quarters since.
  • Scotia Capital's Comfort Systems position peaked at $464K in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.