Vest Financial
FIX icon

Vest Financial’s Comfort Systems FIX Stock Holding History

Vest Financial’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 		$26.3M Buy
15,907
+10,302
+184% +$17.3M 0.28% 127
2026
Q2 		$11.1M Sell
5,605
-3,235
-37% -$5.87M 0.12% 155
2026
Q1 		$12.2M Sell
8,840
-1,725
-16% -$2.19M 0.15% 144
2025
Q4 		$9.9M Sell
10,565
-197
-2% -$182K 0.13% 143
2025
Q3 		$8.88M Buy
10,762
+486
+5% +$329K 0.12% 144
2025
Q2 		$5.51M Buy
10,276
+1,575
+18% +$686K 0.08% 149
2025
Q1 		$2.8M Buy
8,701
+3,118
+56% +$1.26M 0.04% 201
2024
Q4 		$2.37M Buy
5,583
+1,670
+43% +$733K 0.04% 193
2024
Q3 		$1.53M Buy
3,913
+359
+10% +$118K 0.03% 159
2024
Q2 		$1.08M Buy
3,554
+770
+28% +$245K 0.03% 188
2024
Q1 		$885K Buy
+2,784
New +$711K 0.02% 163

Other funds holding FIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vest Financial's FIX Position: Q3 2026 in Review

Vest Financial increased its Comfort Systems (FIX) stake by 184% in Q3 2026, buying an estimated $17.3M and bringing the position to 15,907 shares worth $26.3M. The position accounts for 0.28% of the portfolio, ranked #127.

Vest Financial first reported a position in FIX in Q1 2024 and has held it in 11 quarters since. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Vest Financial held 15,907 shares of Comfort Systems worth $26.3M as of Q3 2026.
  • Vest Financial bought 10,302 Comfort Systems shares in Q3 2026, an estimated $17.3M.
  • Comfort Systems made up 0.28% of Vest Financial's portfolio in Q3 2026, its #127 holding.
  • Vest Financial first reported a position in Comfort Systems in Q1 2024 and has held it in 11 quarters since.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.