Commonwealth Equity Services’s Comfort Systems FIX Stock Holding History

Commonwealth Equity Services’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	$8.43M	Buy	6,116 +750	+14%	+$952K	0.01%	991
2025 Q4	$5.01M	Buy	5,366 +1,000	+23%	+$923K	0.01%	1320
2025 Q3	$3.6M	Buy	4,366 +22	+0.5%	+$14.9K	﹤0.01%	1583
2025 Q2	$2.33M	Buy	4,344 +433	+11%	+$189K	﹤0.01%	1869
2025 Q1	$1.26M	Sell	3,911 -1,859	-32%	-$750K	﹤0.01%	2283
2024 Q4	$2.45M	Buy	5,770 +1,704	+42%	+$748K	﹤0.01%	1728
2024 Q3	$1.59M	Buy	4,066 +2,003	+97%	+$660K	﹤0.01%	1986
2024 Q2	$627K	Buy	2,063 +632	+44%	+$201K	﹤0.01%	2640
2024 Q1	$455K	Sell	1,431 -53	-4%	-$13.5K	﹤0.01%	2892
2023 Q4	$305K	Buy	1,484 +169	+13%	+$31.2K	﹤0.01%	3155
2023 Q3	$224K	Sell	1,315 -38	-3%	-$6.67K	﹤0.01%	3284
2023 Q2	$222K	Buy	+1,353	New	+$201K	﹤0.01%	3308

Other funds holding FIX

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Commonwealth Equity Services's FIX Position: Q1 2026 in Review

Commonwealth Equity Services increased its Comfort Systems (FIX) stake by 14% in Q1 2026, buying an estimated $952K and bringing the position to 6,116 shares worth $8.43M. The position accounts for 0.01% of the portfolio, ranked #991.

Commonwealth Equity Services first reported a position in FIX in Q2 2023 and has held it in 12 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Commonwealth Equity Services held 6,116 shares of Comfort Systems worth $8.43M as of Q1 2026.
Commonwealth Equity Services bought 750 Comfort Systems shares in Q1 2026, an estimated $952K.
Comfort Systems made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #991 holding.
Commonwealth Equity Services first reported a position in Comfort Systems in Q2 2023 and has held it in 12 quarters since.
1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.