Values First 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
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

Values First Advisors's FIX Position: Q2 2026 in Review

Values First Advisors opened a new position in Comfort Systems (FIX) in Q2 2026: 162 shares worth $321K. The stake represents 0.15% of the portfolio and ranks #148 among its holdings. This is a return to the name: Values First Advisors previously reported a position in FIX as recently as Q1 2023.

Values First Advisors first reported a position in FIX in Q1 2023 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Values First Advisors held 162 shares of Comfort Systems worth $321K as of Q2 2026.
  • Comfort Systems was a new Values First Advisors position in Q2 2026.
  • Comfort Systems made up 0.15% of Values First Advisors's portfolio in Q2 2026, its #148 holding.
  • Values First Advisors first reported a position in Comfort Systems in Q1 2023 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.