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Fiduciary Alliance’s Comfort Systems FIX Stock Holding History

Fiduciary Alliance’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 		$218K Sell
110
-12
-10% -$21.8K 0.01% 508
2026
Q1 		$201K Buy
+122
New +$155K 0.01% 532
2023
Q3 		– Sell
-47
Closed -$7.72K – 445
2023
Q2 		$7.72K Buy
+47
New +$6.99K ﹤0.01% 614
2023
Q1 		– Sell
-47
Closed -$5.41K – 394
2022
Q4 		$5.41K Buy
+47
New +$5.47K ﹤0.01% 509

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

Fiduciary Alliance's FIX Position: Q2 2026 in Review

Fiduciary Alliance reduced its Comfort Systems (FIX) stake by 9.8% in Q2 2026, selling an estimated $21.8K and leaving 110 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #508.

Fiduciary Alliance first reported a position in FIX in Q4 2022 and has held it in 4 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Fiduciary Alliance held 110 shares of Comfort Systems worth $218K as of Q2 2026.
  • Fiduciary Alliance sold 12 Comfort Systems shares in Q2 2026, an estimated $21.8K.
  • Comfort Systems made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #508 holding.
  • Fiduciary Alliance first reported a position in Comfort Systems in Q4 2022 and has held it in 4 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.