HWM
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HBE Wealth Management’s Comfort Systems FIX Stock Holding History

HBE Wealth Management’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 		$289K Buy
+146
New +$265K 0.21% 46

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

HBE Wealth Management's FIX Position: Q2 2026 in Review

HBE Wealth Management opened a new position in Comfort Systems (FIX) in Q2 2026: 146 shares worth $289K. The stake represents 0.21% of the portfolio and ranks #46 among its holdings.

1,340 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • HBE Wealth Management held 146 shares of Comfort Systems worth $289K as of Q2 2026.
  • Comfort Systems was a new HBE Wealth Management position in Q2 2026.
  • Comfort Systems made up 0.21% of HBE Wealth Management's portfolio in Q2 2026, its #46 holding.
  • 1,340 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on HBE Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.