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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Evoke Wealth's FIX Position: Q1 2026 in Review

Evoke Wealth increased its Comfort Systems (FIX) stake by 9.6% in Q1 2026, buying an estimated $253K and bringing the position to 2,281 shares worth $3.15M. The position accounts for 0.06% of the portfolio, ranked #121.

Evoke Wealth first reported a position in FIX in Q1 2022 and has held it in 12 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Evoke Wealth held 2,281 shares of Comfort Systems worth $3.15M as of Q1 2026.
  • Evoke Wealth bought 199 Comfort Systems shares in Q1 2026, an estimated $253K.
  • Comfort Systems made up 0.06% of Evoke Wealth's portfolio in Q1 2026, its #121 holding.
  • Evoke Wealth first reported a position in Comfort Systems in Q1 2022 and has held it in 12 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.