Pinnacle Wealth Planning Services’s Comfort Systems FIX Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$184K	Sell	111 -2	-2%	-$3.36K	0.02%	537
2026 Q2	$224K	Sell	113 -11	-9%	-$20K	0.02%	478
2026 Q1	$171K	Buy	124 +2	+2%	+$2.54K	0.02%	534
2025 Q4	$114K	Buy	+122	New	+$113K	0.01%	712
2021 Q1	–	Sell	-51	Closed	-$3K	–	921
2020 Q4	$3K	Buy	+51	New	+$2.64K	﹤0.01%	1812

Other funds holding FIX

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Pinnacle Wealth Planning Services's FIX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Comfort Systems (FIX) stake by 1.8% in Q3 2026, selling an estimated $3.36K and leaving 111 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #537.

Pinnacle Wealth Planning Services first reported a position in FIX in Q4 2020 and has held it in 5 quarters since. The position peaked at $224K in Q2 2026. 413 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Pinnacle Wealth Planning Services held 111 shares of Comfort Systems worth $184K as of Q3 2026.
Pinnacle Wealth Planning Services sold 2 Comfort Systems shares in Q3 2026, an estimated $3.36K.
Comfort Systems made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #537 holding.
Pinnacle Wealth Planning Services first reported a position in Comfort Systems in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Comfort Systems position peaked at $224K in Q2 2026.
413 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.