Institute for Wealth Management’s Comfort Systems FIX Stock Holding History

Institute for 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	$16.1K	Buy	+8	New	+$14.5K	﹤0.01%	1193

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Institute for Wealth Management's FIX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Comfort Systems (FIX) in Q2 2026: 8 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings.

791 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Institute for Wealth Management held 8 shares of Comfort Systems worth $16.1K as of Q2 2026.
Comfort Systems was a new Institute for Wealth Management position in Q2 2026.
Comfort Systems made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1193 holding.
791 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.