SOS
FIX icon

Silver Oak Securities’s Comfort Systems FIX Stock Holding History

Silver Oak Securities’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 		$2.9M Sell
2,104
-186
-8% -$236K 0.21% 100
2025
Q4 		$2.17M Buy
2,290
+37
+2% +$34.2K 0.15% 144
2025
Q3 		$1.86M Buy
2,253
+119
+6% +$80.7K 0.14% 154
2025
Q2 		$1.14M Sell
2,134
-72
-3% -$31.4K 0.09% 231
2025
Q1 		$715K Buy
2,206
+190
+9% +$76.6K 0.07% 302
2024
Q4 		$865K Sell
2,016
-218
-10% -$95.7K 0.08% 258
2024
Q3 		$871K Buy
+2,234
New +$736K 0.09% 228

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

Silver Oak Securities's FIX Position: Q1 2026 in Review

Silver Oak Securities reduced its Comfort Systems (FIX) stake by 8.1% in Q1 2026, selling an estimated $236K and leaving 2,104 shares worth $2.9M. The position accounts for 0.21% of the portfolio, ranked #100.

Silver Oak Securities first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Silver Oak Securities held 2,104 shares of Comfort Systems worth $2.9M as of Q1 2026.
  • Silver Oak Securities sold 186 Comfort Systems shares in Q1 2026, an estimated $236K.
  • Comfort Systems made up 0.21% of Silver Oak Securities's portfolio in Q1 2026, its #100 holding.
  • Silver Oak Securities first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.