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BCS Wealth Management’s Comfort Systems FIX Stock Holding History

BCS 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 		$270K Buy
+136
New +$247K 0.05% 233
2026
Q1 		– Sell
-272
Closed -$254K – 287
2025
Q4 		$254K Buy
+272
New +$251K 0.03% 314

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BCS Wealth Management opened a new position in Comfort Systems (FIX) in Q2 2026: 136 shares worth $270K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in FIX as recently as Q4 2025.

BCS Wealth Management first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. 1,351 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • BCS Wealth Management held 136 shares of Comfort Systems worth $270K as of Q2 2026.
  • Comfort Systems was a new BCS Wealth Management position in Q2 2026.
  • Comfort Systems made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #233 holding.
  • BCS Wealth Management first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.