SFC
FIX icon

SYM Financial Corp’s Comfort Systems FIX Stock Holding History

SYM Financial Corp’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 		$1.21M Sell
879
-89
-9% -$113K 0.12% 54
2025
Q4 		$903K Buy
968
+102
+12% +$94.2K 0.09% 60
2025
Q3 		$715K Buy
866
+8
+0.9% +$5.42K 0.08% 79
2025
Q2 		$460K Buy
858
+197
+30% +$85.8K 0.05% 135
2025
Q1 		$213K Buy
+661
New +$267K 0.03% 250

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

SYM Financial Corp's FIX Position: Q1 2026 in Review

SYM Financial Corp reduced its Comfort Systems (FIX) stake by 9.2% in Q1 2026, selling an estimated $113K and leaving 879 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #54.

SYM Financial Corp first reported a position in FIX in Q1 2025 and has held it in 5 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • SYM Financial Corp held 879 shares of Comfort Systems worth $1.21M as of Q1 2026.
  • SYM Financial Corp sold 89 Comfort Systems shares in Q1 2026, an estimated $113K.
  • Comfort Systems made up 0.12% of SYM Financial Corp's portfolio in Q1 2026, its #54 holding.
  • SYM Financial Corp first reported a position in Comfort Systems in Q1 2025 and has held it in 5 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.