DAS
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Dynamic Advisor Solutions’s Comfort Systems FIX Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-191
Closed -$263K – 1061
2026
Q1 		$263K Buy
+191
New +$243K 0.01% 846
2025
Q3 		– Sell
-2,053
Closed -$1.1M – 937
2025
Q2 		$1.1M Buy
2,053
+13
+0.6% +$5.66K 0.03% 431
2025
Q1 		$658K Buy
2,040
+1,467
+256% +$592K 0.02% 518
2024
Q4 		$243K Sell
573
-537
-48% -$236K 0.01% 578
2024
Q3 		$433K Buy
+1,110
New +$366K 0.01% 649

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

Dynamic Advisor Solutions's FIX Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 191 shares — an estimated $263K sold.

Dynamic Advisor Solutions first reported a position in FIX in Q3 2024 and held it in 5 quarters. The position peaked at $1.1M in Q2 2025. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 191 Comfort Systems shares in Q2 2026, an estimated $263K.
  • Dynamic Advisor Solutions first reported a position in Comfort Systems in Q3 2024 and held it in 5 quarters.
  • Dynamic Advisor Solutions's Comfort Systems position peaked at $1.1M in Q2 2025.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.