Evercore Wealth Management, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1482689 New York, NY

Position in FIX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$222,755,323

+$37,545,936 QoQ

Shares Held

112,392

-16.3% QoQ

Ownership

0.319%

of shares outstanding

% of Portfolio

3.51%

of 13F equity value

Holder Rank

#50

of 1,341 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 93% Shared 4% None 4%

Industrials · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $224,285,022 across 3 Engineering & Construction names. FIX ranks #1 (99.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc This page	112,392	$222,755,323
2	J	Jacobs Solutions Inc.	8,786	$1,107,036
3	PWR	Quanta Services, Inc.	587	$422,663

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,755,323	112,392	-16.3%	Shares	Other	2026-08-14
2026-03-31	$185,209,387	134,308	-13.5%	Shares	Other	2026-05-15
2025-12-31	$144,881,138	155,237	-2.5%	Shares	Other	2026-02-17
2025-09-30	$131,434,669	159,280	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$85,080,439	158,670	+25.4%	Shares	Other	2025-08-14
2025-03-31	$40,785,381	126,533	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.