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Three Seasons Wealth’s Comfort Systems FIX Stock Holding History

Three Seasons Wealth’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
Q2 		$565K Buy
+285
New +$517K 0.05% 130
2026
Q1 		– Sell
-743
Closed -$693K – 208
2025
Q4 		$693K Sell
743
-174
-19% -$161K 0.07% 77
2025
Q3 		$757K Buy
+917
New +$621K 0.08% 62

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Three Seasons Wealth's FIX Position: Q2 2026 in Review

Three Seasons Wealth opened a new position in Comfort Systems (FIX) in Q2 2026: 285 shares worth $565K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings. This is a return to the name: Three Seasons Wealth previously reported a position in FIX as recently as Q4 2025.

Three Seasons Wealth first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. The position peaked at $757K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Three Seasons Wealth held 285 shares of Comfort Systems worth $565K as of Q2 2026.
  • Comfort Systems was a new Three Seasons Wealth position in Q2 2026.
  • Comfort Systems made up 0.05% of Three Seasons Wealth's portfolio in Q2 2026, its #130 holding.
  • Three Seasons Wealth first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • Three Seasons Wealth's Comfort Systems position peaked at $757K in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.