IAA
FIX icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Independent Advisor Alliance's FIX Position: Q1 2026 in Review

Independent Advisor Alliance increased its Comfort Systems (FIX) stake by 7.2% in Q1 2026, buying an estimated $557K and bringing the position to 6,503 shares worth $8.97M. The position accounts for 0.1% of the portfolio, ranked #192.

Independent Advisor Alliance first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Independent Advisor Alliance held 6,503 shares of Comfort Systems worth $8.97M as of Q1 2026.
  • Independent Advisor Alliance bought 439 Comfort Systems shares in Q1 2026, an estimated $557K.
  • Comfort Systems made up 0.1% of Independent Advisor Alliance's portfolio in Q1 2026, its #192 holding.
  • Independent Advisor Alliance first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.