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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Kingsview Wealth Management's FIX Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Comfort Systems (FIX) stake by 8.4% in Q1 2026, selling an estimated $90.1K and leaving 776 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #675.

Kingsview Wealth Management first reported a position in FIX in Q4 2020 and has held it in 9 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Kingsview Wealth Management held 776 shares of Comfort Systems worth $1.07M as of Q1 2026.
Kingsview Wealth Management sold 71 Comfort Systems shares in Q1 2026, an estimated $90.1K.
Comfort Systems made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #675 holding.
Kingsview Wealth Management first reported a position in Comfort Systems in Q4 2020 and has held it in 9 quarters since.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.