SYM Financial Corp
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
Q3 		$1.18M Sell
716
-51
-7% -$85.6K 0.09% 63
2026
Q2 		$1.52M Sell
767
-112
-13% -$203K 0.12% 53
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SYM Financial Corp's FIX Position: Q3 2026 in Review

SYM Financial Corp reduced its Comfort Systems (FIX) stake by 6.6% in Q3 2026, selling an estimated $85.6K and leaving 716 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #63.

SYM Financial Corp first reported a position in FIX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2026. 639 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • SYM Financial Corp held 716 shares of Comfort Systems worth $1.18M as of Q3 2026.
  • SYM Financial Corp sold 51 Comfort Systems shares in Q3 2026, an estimated $85.6K.
  • Comfort Systems made up 0.09% of SYM Financial Corp's portfolio in Q3 2026, its #63 holding.
  • SYM Financial Corp first reported a position in Comfort Systems in Q1 2025 and has held it in 7 quarters since.
  • SYM Financial Corp's Comfort Systems position peaked at $1.52M in Q2 2026.
  • 639 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.