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Cornerstone Financial Management’s Comfort Systems FIX Stock Holding History

Cornerstone Financial Management’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 		$15.9K Buy
8
+3
+60% +$5.44K 0.01% 328
2026
Q1 		$6.89K Hold
5
– – 0.01% 393
2025
Q4 		$4.67K Buy
+5
New +$4.62K ﹤0.01% 445

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's FIX Position: Q2 2026 in Review

Cornerstone Financial Management increased its Comfort Systems (FIX) stake by 60% in Q2 2026, buying an estimated $5.44K and bringing the position to 8 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #328.

Cornerstone Financial Management first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Cornerstone Financial Management held 8 shares of Comfort Systems worth $15.9K as of Q2 2026.
  • Cornerstone Financial Management bought 3 Comfort Systems shares in Q2 2026, an estimated $5.44K.
  • Comfort Systems made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #328 holding.
  • Cornerstone Financial Management first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.