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
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 $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

Personal CFO Solutions's FIX Position: Q1 2026 in Review

Personal CFO Solutions increased its Comfort Systems (FIX) stake by 59% in Q1 2026, buying an estimated $309K and bringing the position to 653 shares worth $901K. The position accounts for 0.13% of the portfolio, ranked #141.

Personal CFO Solutions first reported a position in FIX in Q4 2023 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Personal CFO Solutions held 653 shares of Comfort Systems worth $901K as of Q1 2026.
  • Personal CFO Solutions bought 243 Comfort Systems shares in Q1 2026, an estimated $309K.
  • Comfort Systems made up 0.13% of Personal CFO Solutions's portfolio in Q1 2026, its #141 holding.
  • Personal CFO Solutions first reported a position in Comfort Systems in Q4 2023 and has held it in 7 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.