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Pinnacle Wealth Management Advisory Group’s Comfort Systems FIX Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$1.25M Buy
629
+57
+10% +$103K 0.07% 164
2026
Q1 		$789K Buy
572
+8
+1% +$10.2K 0.05% 198
2025
Q4 		$526K Buy
+564
New +$521K 0.04% 262

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

Pinnacle Wealth Management Advisory Group's FIX Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Comfort Systems (FIX) stake by 10% in Q2 2026, buying an estimated $103K and bringing the position to 629 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #164.

Pinnacle Wealth Management Advisory Group first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 629 shares of Comfort Systems worth $1.25M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 57 Comfort Systems shares in Q2 2026, an estimated $103K.
  • Comfort Systems made up 0.07% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #164 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.