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Principal Securities’s Comfort Systems FIX Stock Holding History

Principal Securities’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 		$760K Sell
551
-17
-3% -$21.6K 0.01% 816
2025
Q4 		$530K Sell
568
-258
-31% -$238K 0.01% 918
2025
Q3 		$682K Sell
826
-105
-11% -$71.2K 0.01% 793
2025
Q2 		$499K Sell
931
-63
-6% -$27.4K 0.01% 858
2025
Q1 		$422K Hold
994
– – 0.01% 843
2024
Q4 		$422K Sell
994
-223
-18% -$97.9K 0.01% 837
2024
Q3 		$475K Buy
1,217
+179
+17% +$59K 0.01% 771
2024
Q2 		$316K Sell
1,038
-299
-22% -$95K 0.01% 858
2024
Q1 		$425K Buy
1,337
+772
+137% +$197K 0.01% 731
2023
Q4 		$116K Buy
+565
New +$104K ﹤0.01% 1143

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

Principal Securities's FIX Position: Q1 2026 in Review

Principal Securities reduced its Comfort Systems (FIX) stake by 3% in Q1 2026, selling an estimated $21.6K and leaving 551 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #816.

Principal Securities first reported a position in FIX in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Principal Securities held 551 shares of Comfort Systems worth $760K as of Q1 2026.
  • Principal Securities sold 17 Comfort Systems shares in Q1 2026, an estimated $21.6K.
  • Comfort Systems made up 0.01% of Principal Securities's portfolio in Q1 2026, its #816 holding.
  • Principal Securities first reported a position in Comfort Systems in Q4 2023 and has held it in 10 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.