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 Q1	$230K	Buy	+167	New	+$212K	0.02%	470

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

PDS Planning's FIX Position: Q1 2026 in Review

PDS Planning opened a new position in Comfort Systems (FIX) in Q1 2026: 167 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings.

1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

PDS Planning held 167 shares of Comfort Systems worth $230K as of Q1 2026.
Comfort Systems was a new PDS Planning position in Q1 2026.
Comfort Systems made up 0.02% of PDS Planning's portfolio in Q1 2026, its #470 holding.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.