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Dogwood Wealth Management’s Comfort Systems FIX Stock Holding History

Dogwood Wealth 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 		$25.8K Buy
13
+5
+63% +$9.07K 0.01% 219
2026
Q1 		$11K Buy
8
+5
+167% +$6.35K ﹤0.01% 325
2025
Q4 		$2.8K Buy
+3
New +$2.77K ﹤0.01% 511

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

Dogwood Wealth Management's FIX Position: Q2 2026 in Review

Dogwood Wealth Management increased its Comfort Systems (FIX) stake by 63% in Q2 2026, buying an estimated $9.07K and bringing the position to 13 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #219.

Dogwood Wealth 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.

  • Dogwood Wealth Management held 13 shares of Comfort Systems worth $25.8K as of Q2 2026.
  • Dogwood Wealth Management bought 5 Comfort Systems shares in Q2 2026, an estimated $9.07K.
  • Comfort Systems made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Dogwood Wealth 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 Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.