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Kingswood Wealth Advisors’s Comfort Systems FIX Stock Holding History

Kingswood Wealth Advisors’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 		$1.87M Sell
941
-1
-0.1% -$1.81K 0.08% 274
2026
Q1 		$1.3M Sell
942
-11
-1% -$14K 0.06% 315
2025
Q4 		$889K Sell
953
-11
-1% -$10.2K 0.04% 376
2025
Q3 		$795K Buy
964
+254
+36% +$172K 0.05% 350
2025
Q2 		$381K Sell
710
-88
-11% -$38.3K 0.03% 495
2025
Q1 		$257K Sell
798
-50
-6% -$20.2K 0.02% 598
2024
Q4 		$360K Buy
+848
New +$372K 0.03% 546
2024
Q3 		– Sell
-3,847
Closed -$1.17M – 695
2024
Q2 		$1.17M Buy
3,847
+1,021
+36% +$325K 0.11% 205
2024
Q1 		$898K Buy
+2,826
New +$722K 0.1% 224

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

Kingswood Wealth Advisors's FIX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Comfort Systems (FIX) stake by 0.11% in Q2 2026, selling an estimated $1.81K and leaving 941 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #274.

Kingswood Wealth Advisors first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Kingswood Wealth Advisors held 941 shares of Comfort Systems worth $1.87M as of Q2 2026.
  • Kingswood Wealth Advisors sold 1 Comfort Systems share in Q2 2026, an estimated $1.81K.
  • Comfort Systems made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • Kingswood Wealth Advisors first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.