BOLTON SECURITIES CORPORATION’s Comfort Systems FIX Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$6.76M	Buy	+20,958	New	+$8.45M	0.4%	52

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FIX Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Comfort Systems (FIX) in Q1 2025: 20,958 shares worth $6.76M. The stake represents 0.4% of the portfolio and ranks #52 among its holdings.

633 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

BOLTON SECURITIES CORPORATION held 20,958 shares of Comfort Systems worth $6.76M as of Q1 2025.
Comfort Systems was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Comfort Systems made up 0.4% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #52 holding.
633 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.