PWMAI
FIX icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Comfort Systems FIX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$121K Buy
61
+4
+7% +$7.26K 0.03% 226
2026
Q1 		$79.1K Buy
57
+12
+27% +$15.2K 0.02% 253
2025
Q4 		$42.9K Buy
+45
New +$41.5K 0.01% 315

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FIX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Comfort Systems (FIX) stake by 7% in Q2 2026, buying an estimated $7.26K and bringing the position to 61 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #226.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 732 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 61 shares of Comfort Systems worth $121K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 4 Comfort Systems shares in Q2 2026, an estimated $7.26K.
  • Comfort Systems made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #226 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 732 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.