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Prestige Wealth Management Group’s Comfort Systems FIX Stock Holding History

Prestige Wealth Management 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 		$9.91K Hold
5
– – ﹤0.01% 447
2026
Q1 		$6.89K Hold
5
– – ﹤0.01% 492
2025
Q4 		$4.67K Hold
5
– – ﹤0.01% 592
2025
Q3 		$4.13K Hold
5
– – ﹤0.01% 605
2025
Q2 		$2.68K Buy
+5
New +$2.18K ﹤0.01% 683
2023
Q1 		– Sell
-26
Closed -$2.99K – 1098
2022
Q4 		$2.99K Buy
+26
New +$3.02K ﹤0.01% 739

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

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

Prestige Wealth Management Group held its Comfort Systems (FIX) position steady in Q2 2026 at 5 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Prestige Wealth Management Group first reported a position in FIX in Q4 2022 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Prestige Wealth Management Group held 5 shares of Comfort Systems worth $9.91K as of Q2 2026.
  • Prestige Wealth Management Group left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #447 holding.
  • Prestige Wealth Management Group first reported a position in Comfort Systems in Q4 2022 and has held it in 6 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.