PWM
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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
Q2 		$1.45M Sell
731
-129
-15% -$234K 0.02% 477
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Perigon Wealth Management's FIX Position: Q2 2026 in Review

Perigon Wealth Management reduced its Comfort Systems (FIX) stake by 15% in Q2 2026, selling an estimated $234K and leaving 731 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #477.

Perigon Wealth Management first reported a position in FIX in Q1 2024 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Perigon Wealth Management held 731 shares of Comfort Systems worth $1.45M as of Q2 2026.
  • Perigon Wealth Management sold 129 Comfort Systems shares in Q2 2026, an estimated $234K.
  • Comfort Systems made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Perigon Wealth Management first reported a position in Comfort Systems in Q1 2024 and has held it in 5 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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