SS
FIX icon

Sunbelt Securities’s Comfort Systems FIX Stock Holding History

Sunbelt 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 		$2.57M Buy
1,862
+64
+4% +$81.3K 0.16% 111
2025
Q4 		$1.68M Buy
1,798
+227
+14% +$210K 0.11% 157
2025
Q3 		$1.3M Buy
1,571
+676
+76% +$458K 0.09% 196
2025
Q2 		$380K Sell
895
-491
-35% -$214K 0.03% 418
2025
Q1 		$447K Buy
1,386
+491
+55% +$198K 0.04% 351
2024
Q4 		$384K Buy
895
+466
+109% +$205K 0.03% 417
2024
Q3 		$167K Buy
429
+79
+23% +$26K 0.02% 644
2024
Q2 		$106K Buy
350
+63
+22% +$20K 0.01% 718
2024
Q1 		$91.2K Buy
287
+274
+2,108% +$70K 0.01% 734
2023
Q4 		$2.67K Hold
13
– – ﹤0.01% 1420
2023
Q3 		$2.21K Buy
+13
New +$2.28K ﹤0.01% 1464

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

Sunbelt Securities's FIX Position: Q1 2026 in Review

Sunbelt Securities increased its Comfort Systems (FIX) stake by 3.6% in Q1 2026, buying an estimated $81.3K and bringing the position to 1,862 shares worth $2.57M. The position accounts for 0.16% of the portfolio, ranked #111.

Sunbelt Securities first reported a position in FIX in Q3 2023 and has held it in 11 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Sunbelt Securities held 1,862 shares of Comfort Systems worth $2.57M as of Q1 2026.
  • Sunbelt Securities bought 64 Comfort Systems shares in Q1 2026, an estimated $81.3K.
  • Comfort Systems made up 0.16% of Sunbelt Securities's portfolio in Q1 2026, its #111 holding.
  • Sunbelt Securities first reported a position in Comfort Systems in Q3 2023 and has held it in 11 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.