PWM
FIX icon

Perigon Wealth Management’s Comfort Systems FIX Stock Holding History

Perigon Wealth Management’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 		$1.19M Sell
860
-318
-27% -$404K 0.02% 487
2025
Q4 		$1.1M Buy
1,178
+557
+90% +$514K 0.02% 509
2025
Q3 		$512K Buy
+621
New +$421K 0.01% 731
2024
Q2 		– Sell
-652
Closed -$207K – 882
2024
Q1 		$207K Buy
+652
New +$167K 0.01% 801

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

Perigon Wealth Management's FIX Position: Q1 2026 in Review

Perigon Wealth Management reduced its Comfort Systems (FIX) stake by 27% in Q1 2026, selling an estimated $404K and leaving 860 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #487.

Perigon Wealth Management first reported a position in FIX in Q1 2024 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Perigon Wealth Management held 860 shares of Comfort Systems worth $1.19M as of Q1 2026.
  • Perigon Wealth Management sold 318 Comfort Systems shares in Q1 2026, an estimated $404K.
  • Comfort Systems made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #487 holding.
  • Perigon Wealth Management first reported a position in Comfort Systems in Q1 2024 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.