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Pension & Wealth Management Advisors’s Comfort Systems FIX Stock Holding History

Pension & Wealth Management 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 		$121K Buy
61
+4
+7% +$7.26K 0.03% 226
2026
Q1 		$79.1K Buy
57
+12
+27% +$15.2K 0.02% 253
2025
Q4 		$42.9K Buy
+45
New +$41.5K 0.01% 315

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
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's FIX Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Comfort Systems (FIX) stake by 7% in Q2 2026, buying an estimated $7.26K and bringing the position to 61 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #226.

Pension & Wealth Management Advisors first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,268 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Pension & Wealth Management Advisors held 61 shares of Comfort Systems worth $121K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 4 Comfort Systems shares in Q2 2026, an estimated $7.26K.
  • Comfort Systems made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #226 holding.
  • Pension & Wealth Management Advisors first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.