Commonwealth Equity Services
FIX icon

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
Q2 		$13.5M Buy
6,815
+699
+11% +$1.27M 0.02% 788
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
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

Commonwealth Equity Services's FIX Position: Q2 2026 in Review

Commonwealth Equity Services increased its Comfort Systems (FIX) stake by 11% in Q2 2026, buying an estimated $1.27M and bringing the position to 6,815 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #788.

Commonwealth Equity Services first reported a position in FIX in Q2 2023 and has held it in 13 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Commonwealth Equity Services held 6,815 shares of Comfort Systems worth $13.5M as of Q2 2026.
  • Commonwealth Equity Services bought 699 Comfort Systems shares in Q2 2026, an estimated $1.27M.
  • Comfort Systems made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #788 holding.
  • Commonwealth Equity Services first reported a position in Comfort Systems in Q2 2023 and has held it in 13 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.