Wedmont Private Capital’s Comfort Systems FIX Stock Holding History

Wedmont Private Capital’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	$1.53M	Buy	895 +238	+36%	+$400K	0.04%	266
2026 Q2	$1.15M	Buy	657 +46	+8%	+$83.5K	0.03%	314
2026 Q1	$932K	Buy	611 +53	+9%	+$67.3K	0.03%	338
2025 Q4	$578K	Buy	558 +61	+12%	+$56.3K	0.02%	419
2025 Q3	$406K	Buy	497 +18	+4%	+$12.2K	0.02%	529
2025 Q2	$256K	Buy	+479	New	+$209K	0.01%	633

Other funds holding FIX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wedmont Private Capital's FIX Position: Q3 2026 in Review

Wedmont Private Capital increased its Comfort Systems (FIX) stake by 36% in Q3 2026, buying an estimated $400K and bringing the position to 895 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #266.

Wedmont Private Capital first reported a position in FIX in Q2 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Wedmont Private Capital held 895 shares of Comfort Systems worth $1.53M as of Q3 2026.
Wedmont Private Capital bought 238 Comfort Systems shares in Q3 2026, an estimated $400K.
Comfort Systems made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #266 holding.
Wedmont Private Capital first reported a position in Comfort Systems in Q2 2025 and has held it in 6 quarters since.
53 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.