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Beacon Pointe Advisors’s Comfort Systems FIX Stock Holding History

Beacon Pointe 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 		$1.15M Buy
836
+489
+141% +$621K 0.01% 935
2025
Q4 		$324K Buy
+347
New +$320K ﹤0.01% 1222

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

Beacon Pointe Advisors's FIX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Comfort Systems (FIX) stake by 141% in Q1 2026, buying an estimated $621K and bringing the position to 836 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #935.

Beacon Pointe Advisors first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Beacon Pointe Advisors held 836 shares of Comfort Systems worth $1.15M as of Q1 2026.
  • Beacon Pointe Advisors bought 489 Comfort Systems shares in Q1 2026, an estimated $621K.
  • Comfort Systems made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #935 holding.
  • Beacon Pointe Advisors first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.