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

Kingsview 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 		$2.04M Buy
1,028
+252
+32% +$457K 0.02% 554
2026
Q1 		$1.07M Sell
776
-71
-8% -$90.1K 0.01% 675
2025
Q4 		$791K Sell
847
-392
-32% -$362K 0.01% 700
2025
Q3 		$1.02M Sell
1,239
-116
-9% -$78.6K 0.02% 604
2025
Q2 		$727K Buy
1,355
+244
+22% +$106K 0.01% 660
2025
Q1 		$358K Buy
1,111
+480
+76% +$194K 0.01% 833
2024
Q4 		$268K Sell
631
-5
-0.8% -$2.19K 0.01% 953
2024
Q3 		$248K Sell
636
-676
-52% -$223K 0.01% 946
2024
Q2 		$399K Buy
+1,312
New +$417K 0.01% 753
2021
Q1 		– Sell
-13,000
Closed -$685K – 890
2020
Q4 		$685K Buy
+13,000
New +$674K 0.05% 369

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

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

Kingsview Wealth Management increased its Comfort Systems (FIX) stake by 32% in Q2 2026, buying an estimated $457K and bringing the position to 1,028 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #554.

Kingsview Wealth Management first reported a position in FIX in Q4 2020 and has held it in 10 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Kingsview Wealth Management held 1,028 shares of Comfort Systems worth $2.04M as of Q2 2026.
  • Kingsview Wealth Management bought 252 Comfort Systems shares in Q2 2026, an estimated $457K.
  • Comfort Systems made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Kingsview Wealth Management first reported a position in Comfort Systems in Q4 2020 and has held it in 10 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.