Values First Advisors
FIX icon

Values First Advisors’s Comfort Systems FIX Stock Holding History

Values First Advisors’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 		$267K Hold
162
– – 0.13% 159
2026
Q2 		$321K Buy
+162
New +$294K 0.15% 148
2023
Q2 		– Sell
-31
Closed -$4.49K – 225
2023
Q1 		$4.49K Buy
+31
New +$4.02K ﹤0.01% 228

Other funds holding FIX

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return

Values First Advisors's FIX Position: Q3 2026 in Review

Values First Advisors held its Comfort Systems (FIX) position steady in Q3 2026 at 162 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #159.

Values First Advisors first reported a position in FIX in Q1 2023 and has held it in 3 quarters since. The position peaked at $321K in Q2 2026. 395 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Values First Advisors held 162 shares of Comfort Systems worth $267K as of Q3 2026.
  • Values First Advisors left its Comfort Systems share count unchanged in Q3 2026.
  • Comfort Systems made up 0.13% of Values First Advisors's portfolio in Q3 2026, its #159 holding.
  • Values First Advisors first reported a position in Comfort Systems in Q1 2023 and has held it in 3 quarters since.
  • Values First Advisors's Comfort Systems position peaked at $321K in Q2 2026.
  • 395 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.