PDS Planning’s Comfort Systems FIX Stock Holding History

PDS Planning’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	$375K	Buy	189 +22	+13%	+$39.9K	0.02%	364
2026 Q1	$230K	Buy	+167	New	+$212K	0.02%	470

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PDS Planning's FIX Position: Q2 2026 in Review

PDS Planning increased its Comfort Systems (FIX) stake by 13% in Q2 2026, buying an estimated $39.9K and bringing the position to 189 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #364.

PDS Planning first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

PDS Planning held 189 shares of Comfort Systems worth $375K as of Q2 2026.
PDS Planning bought 22 Comfort Systems shares in Q2 2026, an estimated $39.9K.
Comfort Systems made up 0.02% of PDS Planning's portfolio in Q2 2026, its #364 holding.
PDS Planning first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.