KWM
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Kiker Wealth Management’s Comfort Systems FIX Stock Holding History

Kiker 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
2025
Q2 		– Hold
0
– – – 628
2025
Q1 		– Sell
-2,783
Closed -$1.12M – 708
2024
Q4 		$1.18M Buy
+2,783
New +$1.22M 0.96% 25

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiker Wealth Management's FIX Position: Q2 2025 in Review

Kiker Wealth Management held its Comfort Systems (FIX) position steady in Q2 2025 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Kiker Wealth Management first reported a position in FIX in Q4 2024 and has held it in 1 quarter since. The position peaked at $1.18M in Q4 2024. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

  • Kiker Wealth Management held 0 shares of Comfort Systems worth $4 as of Q2 2025.
  • Kiker Wealth Management left its Comfort Systems share count unchanged in Q2 2025.
  • Comfort Systems made up ﹤0.01% of Kiker Wealth Management's portfolio in Q2 2025, its #628 holding.
  • Kiker Wealth Management first reported a position in Comfort Systems in Q4 2024 and has held it in 1 quarter since.
  • Kiker Wealth Management's Comfort Systems position peaked at $1.18M in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.