PWPS
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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
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 +$2.65K ﹤0.01% 1812

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 Planning Services's FIX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Comfort Systems (FIX) stake by 8.9% in Q2 2026, selling an estimated $20K and leaving 113 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #478.

Pinnacle Wealth Planning Services first reported a position in FIX in Q4 2020 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 113 shares of Comfort Systems worth $224K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 11 Comfort Systems shares in Q2 2026, an estimated $20K.
  • Comfort Systems made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #478 holding.
  • Pinnacle Wealth Planning Services first reported a position in Comfort Systems in Q4 2020 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.