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CoreCap Advisors’s Comfort Systems FIX Stock Holding History

CoreCap 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
Q2 		$155K Buy
78
+66
+550% +$120K ﹤0.01% 948
2026
Q1 		$16.5K Buy
12
+6
+100% +$7.62K ﹤0.01% 1748
2025
Q4 		$5.6K Sell
6
-3
-33% -$2.77K ﹤0.01% 2165
2025
Q3 		$7.43K Hold
9
– – ﹤0.01% 2061
2025
Q2 		$4.83K Sell
9
-1
-10% -$436 ﹤0.01% 2127
2025
Q1 		$3.22K Buy
10
+1
+11% +$403 ﹤0.01% 2217
2024
Q4 		$3.82K Hold
9
– – ﹤0.01% 2035
2024
Q3 		$3.51K Buy
+9
New +$2.96K ﹤0.01% 2056

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

CoreCap Advisors's FIX Position: Q2 2026 in Review

CoreCap Advisors increased its Comfort Systems (FIX) stake by 550% in Q2 2026, buying an estimated $120K and bringing the position to 78 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

CoreCap Advisors first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • CoreCap Advisors held 78 shares of Comfort Systems worth $155K as of Q2 2026.
  • CoreCap Advisors bought 66 Comfort Systems shares in Q2 2026, an estimated $120K.
  • Comfort Systems made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #948 holding.
  • CoreCap Advisors first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.