PCS
FIX icon

Personal CFO Solutions’s Comfort Systems FIX Stock Holding History

Personal CFO Solutions’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 		$1.01M Sell
511
-142
-22% -$258K 0.15% 124
2026
Q1 		$901K Buy
653
+243
+59% +$309K 0.13% 141
2025
Q4 		$383K Sell
410
-163
-28% -$150K 0.06% 290
2025
Q3 		$473K Buy
573
+69
+14% +$46.8K 0.08% 239
2025
Q2 		$270K Buy
+504
New +$220K 0.05% 363
2025
Q1 		– Sell
-499
Closed -$212K – 466
2024
Q4 		$212K Buy
+499
New +$219K 0.04% 433
2024
Q2 		– Sell
-1,010
Closed -$321K – 560
2024
Q1 		$321K Buy
1,010
+1
+0.1% +$255 0.05% 374
2023
Q4 		$208K Buy
+1,009
New +$186K 0.04% 482

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

Personal CFO Solutions's FIX Position: Q2 2026 in Review

Personal CFO Solutions reduced its Comfort Systems (FIX) stake by 22% in Q2 2026, selling an estimated $258K and leaving 511 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #124.

Personal CFO Solutions first reported a position in FIX in Q4 2023 and has held it in 8 quarters since. 1,349 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Personal CFO Solutions held 511 shares of Comfort Systems worth $1.01M as of Q2 2026.
  • Personal CFO Solutions sold 142 Comfort Systems shares in Q2 2026, an estimated $258K.
  • Comfort Systems made up 0.15% of Personal CFO Solutions's portfolio in Q2 2026, its #124 holding.
  • Personal CFO Solutions first reported a position in Comfort Systems in Q4 2023 and has held it in 8 quarters since.
  • 1,349 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.