EW
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Evoke Wealth’s Comfort Systems FIX Stock Holding History

Evoke Wealth’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
-2,281
Closed -$3.15M – 230
2026
Q1 		$3.15M Buy
2,281
+199
+10% +$253K 0.06% 121
2025
Q4 		$1.94M Sell
2,082
-222
-10% -$205K 0.04% 182
2025
Q3 		$1.9M Buy
2,304
+647
+39% +$438K 0.04% 174
2025
Q2 		$889K Buy
1,657
+636
+62% +$277K 0.02% 250
2025
Q1 		$329K Buy
1,021
+102
+11% +$41.1K 0.01% 335
2024
Q4 		$390K Buy
919
+12
+1% +$5.27K 0.01% 303
2024
Q3 		$354K Buy
907
+7
+0.8% +$2.31K 0.01% 310
2024
Q2 		$274K Buy
900
+1
+0.1% +$318 0.32% 61
2024
Q1 		$286K Buy
+899
New +$230K 0.01% 331
2022
Q4 		– Sell
-900
Closed -$88K – 656
2022
Q3 		$88K Hold
900
– – ﹤0.01% 434
2022
Q2 		$75K Hold
900
– – ﹤0.01% 446
2022
Q1 		$80K Buy
+900
New +$80.8K ﹤0.01% 458

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

Evoke Wealth's FIX Position: Q2 2026 in Review

Evoke Wealth sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 2,281 shares — an estimated $3.15M sold.

Evoke Wealth first reported a position in FIX in Q1 2022 and held it in 12 quarters. The position peaked at $3.15M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Evoke Wealth reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,281 Comfort Systems shares in Q2 2026, an estimated $3.15M.
  • Evoke Wealth first reported a position in Comfort Systems in Q1 2022 and held it in 12 quarters.
  • Evoke Wealth's Comfort Systems position peaked at $3.15M in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.