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Goldstone Financial Group’s Comfort Systems FIX Stock Holding History

Goldstone Financial Group’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 		$204K Buy
+103
New +$187K 0.02% 237

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

Goldstone Financial Group's FIX Position: Q2 2026 in Review

Goldstone Financial Group opened a new position in Comfort Systems (FIX) in Q2 2026: 103 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings.

1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Goldstone Financial Group held 103 shares of Comfort Systems worth $204K as of Q2 2026.
  • Comfort Systems was a new Goldstone Financial Group position in Q2 2026.
  • Comfort Systems made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #237 holding.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.