CAL
FIX icon

Capital Advisors Ltd’s Comfort Systems FIX Stock Holding History

Capital Advisors Ltd’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 		$4K Hold
2
– – ﹤0.01% 999
2026
Q1 		$3K Hold
2
– – ﹤0.01% 1034
2025
Q4 		$2K Hold
2
– – ﹤0.01% 1077
2025
Q3 		$2K Hold
2
– – ﹤0.01% 1063
2025
Q2 		$1K Buy
+2
New +$871 ﹤0.01% 1185
2022
Q2 		– Sell
-3
Closed – – 1099
2022
Q1 		$0 Buy
+3
New +$269 ﹤0.01% 1003

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

Capital Advisors Ltd's FIX Position: Q2 2026 in Review

Capital Advisors Ltd held its Comfort Systems (FIX) position steady in Q2 2026 at 2 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Capital Advisors Ltd first reported a position in FIX in Q1 2022 and has held it in 6 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Comfort Systems worth $4K as of Q2 2026.
  • Capital Advisors Ltd left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #999 holding.
  • Capital Advisors Ltd first reported a position in Comfort Systems in Q1 2022 and has held it in 6 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.