Transcend Capital Advisors’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.22M Buy
887
+22
+3% +$27.9K 0.1% 199
2025
Q4
$807K Buy
865
+210
+32% +$194K 0.06% 269
2025
Q3
$540K Buy
655
+125
+24% +$84.7K 0.04% 361
2025
Q2
$284K Buy
+530
New +$231K 0.02% 478

Other funds holding FIX

Transcend Capital Advisors's FIX Position: Q1 2026 in Review

Transcend Capital Advisors increased its Comfort Systems (FIX) stake by 2.5% in Q1 2026, buying an estimated $27.9K and bringing the position to 887 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #199.

Transcend Capital Advisors first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Transcend Capital Advisors held 887 shares of Comfort Systems worth $1.22M as of Q1 2026.
  • Transcend Capital Advisors bought 22 Comfort Systems shares in Q1 2026, an estimated $27.9K.
  • Comfort Systems made up 0.1% of Transcend Capital Advisors's portfolio in Q1 2026, its #199 holding.
  • Transcend Capital Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.