Vontobel Holding
FIX icon

Vontobel Holding’s Comfort Systems FIX Stock Holding History

Vontobel Holding’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 		$1.8M Sell
1,090
-37,122
-97% -$62.3M 0.01% 663
2026
Q2 		$75.7M Buy
38,212
+36,324
+1,924% +$65.9M 0.24% 95
2026
Q1 		$2.6M Sell
1,888
-4,768
-72% -$6.05M 0.01% 481
2025
Q4 		$6.21M Buy
6,656
+3,544
+114% +$3.27M 0.02% 348
2025
Q3 		$2.57M Sell
3,112
-1,062
-25% -$720K 0.01% 509
2025
Q2 		$2.24M Buy
+4,174
New +$1.82M 0.01% 505

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

Vontobel Holding's FIX Position: Q3 2026 in Review

Vontobel Holding reduced its Comfort Systems (FIX) stake by 97% in Q3 2026, selling an estimated $62.3M and leaving 1,090 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #663.

Vontobel Holding first reported a position in FIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $75.7M in Q2 2026. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Vontobel Holding held 1,090 shares of Comfort Systems worth $1.8M as of Q3 2026.
  • Vontobel Holding sold 37,122 Comfort Systems shares in Q3 2026, an estimated $62.3M.
  • Comfort Systems made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #663 holding.
  • Vontobel Holding first reported a position in Comfort Systems in Q2 2025 and has held it in 6 quarters since.
  • Vontobel Holding's Comfort Systems position peaked at $75.7M in Q2 2026.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.