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James T. Borello RIA’s Comfort Systems FIX Stock Holding History

James T. Borello RIA’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 		$24.8K Sell
15
-1
-6% -$1.68K 0.01% 369
2026
Q2 		$31.7K Buy
16
+1
+7% +$1.82K 0.01% 309
2026
Q1 		$20.7K Buy
15
+5
+50% +$6.35K 0.01% 371
2025
Q4 		$9.33K Buy
10
+6
+150% +$5.54K ﹤0.01% 433
2025
Q3 		$3.3K Buy
+4
New +$2.71K ﹤0.01% 611

Other funds holding FIX

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
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

James T. Borello RIA's FIX Position: Q3 2026 in Review

James T. Borello RIA reduced its Comfort Systems (FIX) stake by 6.3% in Q3 2026, selling an estimated $1.68K and leaving 15 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #369.

James T. Borello RIA first reported a position in FIX in Q3 2025 and has held it in 5 quarters since. The position peaked at $31.7K in Q2 2026. 175 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • James T. Borello RIA held 15 shares of Comfort Systems worth $24.8K as of Q3 2026.
  • James T. Borello RIA sold 1 Comfort Systems share in Q3 2026, an estimated $1.68K.
  • Comfort Systems made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #369 holding.
  • James T. Borello RIA first reported a position in Comfort Systems in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Comfort Systems position peaked at $31.7K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.