AWM
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Axxcess Wealth Management’s Comfort Systems FIX Stock Holding History

Axxcess Wealth Management’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 		$733K Sell
370
-218
-37% -$396K 0.01% 610
2026
Q1 		$811K Buy
588
+44
+8% +$55.9K 0.03% 257
2025
Q4 		$508K Buy
544
+18
+3% +$16.6K 0.01% 699
2025
Q3 		$434K Buy
+526
New +$356K 0.01% 658
2025
Q2 		– Sell
-3,003
Closed -$968K – 897
2025
Q1 		$968K Buy
3,003
+495
+20% +$200K 0.03% 402
2024
Q4 		$1.06M Buy
2,508
+288
+13% +$126K 0.03% 395
2024
Q3 		$867K Buy
2,220
+287
+15% +$94.5K 0.02% 420
2024
Q2 		$588K Buy
1,933
+1,283
+197% +$408K 0.02% 493
2024
Q1 		$206K Buy
+650
New +$166K 0.01% 813

Other funds holding FIX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axxcess Wealth Management's FIX Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Comfort Systems (FIX) stake by 37% in Q2 2026, selling an estimated $396K and leaving 370 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #610.

Axxcess Wealth Management first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2024. 678 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Axxcess Wealth Management held 370 shares of Comfort Systems worth $733K as of Q2 2026.
  • Axxcess Wealth Management sold 218 Comfort Systems shares in Q2 2026, an estimated $396K.
  • Comfort Systems made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #610 holding.
  • Axxcess Wealth Management first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
  • Axxcess Wealth Management's Comfort Systems position peaked at $1.06M in Q4 2024.
  • 678 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.