Allegiance Financial Group Advisory Services’s Comfort Systems FIX Stock Holding History

Allegiance Financial Group Advisory Services’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	$1.45M	Sell	733 -93	-11%	-$169K	0.25%	37
2026 Q1	$1.14M	Buy	826 +78	+10%	+$99K	0.23%	43
2025 Q4	$698K	Buy	748 +141	+23%	+$130K	0.15%	58
2025 Q3	$501K	Hold	607	–	–	0.12%	67
2025 Q2	$325K	Buy	+607	New	+$264K	0.09%	99

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

Allegiance Financial Group Advisory Services's FIX Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Comfort Systems (FIX) stake by 11% in Q2 2026, selling an estimated $169K and leaving 733 shares worth $1.45M. The position accounts for 0.25% of the portfolio, ranked #37.

Allegiance Financial Group Advisory Services first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Allegiance Financial Group Advisory Services held 733 shares of Comfort Systems worth $1.45M as of Q2 2026.
Allegiance Financial Group Advisory Services sold 93 Comfort Systems shares in Q2 2026, an estimated $169K.
Comfort Systems made up 0.25% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #37 holding.
Allegiance Financial Group Advisory Services first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.