Toth Financial Advisory’s Comfort Systems FIX Stock Holding History

Toth Financial Advisory’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	$61.2K	Hold	37	–	–	0.01%	352
2026 Q2	$73.3K	Buy	37 +2	+6%	+$3.63K	0.01%	335
2026 Q1	$48.3K	Buy	35 +5	+17%	+$6.35K	0.01%	364
2025 Q4	$28K	Hold	30	–	–	﹤0.01%	431
2025 Q3	$24.8K	Buy	+30	New	+$20.3K	﹤0.01%	444
2025 Q1	–	Sell	-3	Closed	-$1.27K	–	737
2024 Q4	$1.27K	Sell	3 -3	-50%	-$1.32K	﹤0.01%	639
2024 Q3	$2.34K	Hold	6	–	–	﹤0.01%	584
2024 Q2	$1.82K	Buy	+6	New	+$1.91K	﹤0.01%	617
2023 Q1	–	Sell	-4,675	Closed	-$538K	–	827
2022 Q4	$538K	Buy	+4,675	New	+$544K	0.09%	152

Other funds holding FIX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Toth Financial Advisory's FIX Position: Q3 2026 in Review

Toth Financial Advisory held its Comfort Systems (FIX) position steady in Q3 2026 at 37 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #352.

Toth Financial Advisory first reported a position in FIX in Q4 2022 and has held it in 9 quarters since. The position peaked at $538K in Q4 2022. 39 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Toth Financial Advisory held 37 shares of Comfort Systems worth $61.2K as of Q3 2026.
Toth Financial Advisory left its Comfort Systems share count unchanged in Q3 2026.
Comfort Systems made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #352 holding.
Toth Financial Advisory first reported a position in Comfort Systems in Q4 2022 and has held it in 9 quarters since.
Toth Financial Advisory's Comfort Systems position peaked at $538K in Q4 2022.
39 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.