IAA
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Independent Advisor Alliance’s Comfort Systems FIX Stock Holding History

Independent Advisor 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 		$10.2M Sell
5,161
-1,342
-21% -$2.44M 0.24% 61
2026
Q1 		$8.97M Buy
6,503
+439
+7% +$557K 0.1% 192
2025
Q4 		$5.66M Buy
6,064
+91
+2% +$84K 0.14% 122
2025
Q3 		$4.93M Buy
5,973
+110
+2% +$74.6K 0.13% 137
2025
Q2 		$3.14M Buy
+5,863
New +$2.55M 0.09% 199

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

Independent Advisor Alliance's FIX Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Comfort Systems (FIX) stake by 21% in Q2 2026, selling an estimated $2.44M and leaving 5,161 shares worth $10.2M. The position accounts for 0.24% of the portfolio, ranked #61.

Independent Advisor Alliance first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Independent Advisor Alliance held 5,161 shares of Comfort Systems worth $10.2M as of Q2 2026.
  • Independent Advisor Alliance sold 1,342 Comfort Systems shares in Q2 2026, an estimated $2.44M.
  • Comfort Systems made up 0.24% of Independent Advisor Alliance's portfolio in Q2 2026, its #61 holding.
  • Independent Advisor Alliance first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.