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Parcion Private Wealth’s Comfort Systems FIX Stock Holding History

Parcion Private Wealth’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 		$1.59M Buy
1,153
+22
+2% +$27.9K 0.1% 122
2025
Q4 		$1.06M Buy
1,131
+445
+65% +$411K 0.06% 143
2025
Q3 		$566K Buy
686
+140
+26% +$94.9K 0.04% 182
2025
Q2 		$293K Buy
+546
New +$238K 0.02% 237

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Parcion Private Wealth's FIX Position: Q1 2026 in Review

Parcion Private Wealth increased its Comfort Systems (FIX) stake by 1.9% in Q1 2026, buying an estimated $27.9K and bringing the position to 1,153 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #122.

Parcion Private Wealth first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Parcion Private Wealth held 1,153 shares of Comfort Systems worth $1.59M as of Q1 2026.
  • Parcion Private Wealth bought 22 Comfort Systems shares in Q1 2026, an estimated $27.9K.
  • Comfort Systems made up 0.1% of Parcion Private Wealth's portfolio in Q1 2026, its #122 holding.
  • Parcion Private Wealth first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.