Tempus Wealth Planning
FIX icon

Tempus Wealth Planning’s Comfort Systems FIX Stock Holding History

Tempus Wealth Planning’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 		$203K Buy
+123
New +$206K 0.04% 278

Other funds holding FIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tempus Wealth Planning's FIX Position: Q3 2026 in Review

Tempus Wealth Planning opened a new position in Comfort Systems (FIX) in Q3 2026: 123 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #278 among its holdings.

771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Tempus Wealth Planning held 123 shares of Comfort Systems worth $203K as of Q3 2026.
  • Comfort Systems was a new Tempus Wealth Planning position in Q3 2026.
  • Comfort Systems made up 0.04% of Tempus Wealth Planning's portfolio in Q3 2026, its #278 holding.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.