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B. Riley Wealth Advisors’s Comfort Systems FIX Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-874
Closed -$816K – 976
2025
Q4 		$816K Sell
874
-65
-7% -$60K 0.04% 390
2025
Q3 		$775K Sell
939
-3
-0.3% -$2.03K 0.04% 399
2025
Q2 		$505K Buy
+942
New +$410K 0.02% 524

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

B. Riley Wealth Advisors's FIX Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 874 shares — an estimated $816K sold.

B. Riley Wealth Advisors first reported a position in FIX in Q2 2025 and held it in 3 quarters. The position peaked at $816K in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 874 Comfort Systems shares in Q1 2026, an estimated $816K.
  • B. Riley Wealth Advisors first reported a position in Comfort Systems in Q2 2025 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Comfort Systems position peaked at $816K in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.