FIX — COMFORT SYS USA INC

Ownership history in Evercore Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in COMFORT SYS USA INC (FIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.12% (2025 Q4)
Avg. % of fund
1.51%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 155,237 -4,043 -2.5% 2.12% $144.9M $932.81
2025 Q3 ADDED 159,280 +610 +0.4% 1.93% $131.4M $824.24
2025 Q2 ADDED 158,670 +32,137 +25.4% 1.32% $85.1M $535.22
2025 Q1 INITIATED 126,533 — — 0.66% $40.8M $321.42
% of Fund (quarterly)    FIX price (monthly, adj. close)

Other funds also holding FIX

As of 2025 Q4 — sorted by position size

CROWN ADVISORS MANAGEMENT, INC. 3Y 7Y 9.82% Blue Grotto Capital, LLC 3Y 5.33% BWCP, LP 3Y 5.2% Peterson Wealth Services 3Y 3.93% COWA, LLC 3Y 3.89% New Millennium Group LLC 3Y 3.22% Smith Group Asset Management, LLC 3Y 3.21% Engle Capital Management, L.P. 3Y 7Y 2.7% CALIFORNIA FIRST LEASING CORP 3Y 2.64% Yorktown Management & Research Co Inc 3Y 7Y 2.61%
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