OneAscent Financial Services LLC
Position in FIX — Comfort Systems USA Inc
CIK 1780985
BIRMINGHAM, AL
Position in FIX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$776,371
+$548,622 QoQ
Shares Held
563
+104.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
All Filings in FIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $776,371 | 563 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $227,749 | 276 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||