Capstone Wealth Management (Alabama)’s Comfort Systems FIX Stock Holding History

Capstone Wealth Management (Alabama)’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	$751K	Buy	+379	New	+$688K	0.35%	35

Other funds holding FIX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Capstone Wealth Management (Alabama)'s FIX Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Comfort Systems (FIX) in Q2 2026: 379 shares worth $751K. The stake represents 0.35% of the portfolio and ranks #35 among its holdings.

523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Capstone Wealth Management (Alabama) held 379 shares of Comfort Systems worth $751K as of Q2 2026.
Comfort Systems was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Comfort Systems made up 0.35% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #35 holding.
523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.