Action Point Financial Planning’s Comfort Systems FIX Stock Holding History

Action Point Financial Planning’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
2026 Q2	$67.4K	Buy	+35	New	+$63.5K	0.01%	725

Other funds holding FIX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Action Point Financial Planning's FIX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Comfort Systems (FIX) in Q2 2026: 35 shares worth $67.4K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings.

1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Action Point Financial Planning held 35 shares of Comfort Systems worth $67.4K as of Q2 2026.
Comfort Systems was a new Action Point Financial Planning position in Q2 2026.
Comfort Systems made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #725 holding.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.