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Vest Financial, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1709632 MCLEAN, VA

Position in FIX

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$12,190,271
+$2,330,063 QoQ
Shares Held
8,840
-16.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Mar 31, 2026

Vest Financial, LLC holds $65,532,504 across 9 Engineering & Construction names. FIX ranks #2 (18.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
8,840 $12,190,271

All Filings in FIX

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $12,190,271 8,840
2025-12-31 $9,860,208 10,565
2025-09-30 $8,880,587 10,762
2025-06-30 $5,510,093 10,276
2025-03-31 $2,804,593 8,701
2024-12-31 $2,367,526 5,583
2024-09-30 $1,527,439 3,913
2024-06-30 $1,080,842 3,554
2024-03-31 $884,504 2,784