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Steph & Co’s Comfort Systems FIX Stock Holding History

Steph & Co’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 		$84.4K Buy
51
+8
+19% +$13.4K 0.02% 147
2026
Q2 		$85.2K Buy
+43
New +$78K 0.02% 154
2026
Q1 		– Sell
-104
Closed -$97.1K – 309
2025
Q4 		$97.1K Buy
+104
New +$96K 0.03% 150

Other funds holding FIX

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Steph & Co's FIX Position: Q3 2026 in Review

Steph & Co increased its Comfort Systems (FIX) stake by 19% in Q3 2026, buying an estimated $13.4K and bringing the position to 51 shares worth $84.4K. The position accounts for 0.02% of the portfolio, ranked #147.

Steph & Co first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $97.1K in Q4 2025. 212 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Steph & Co held 51 shares of Comfort Systems worth $84.4K as of Q3 2026.
  • Steph & Co bought 8 Comfort Systems shares in Q3 2026, an estimated $13.4K.
  • Comfort Systems made up 0.02% of Steph & Co's portfolio in Q3 2026, its #147 holding.
  • Steph & Co first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • Steph & Co's Comfort Systems position peaked at $97.1K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.