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

Private 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 Q3	$92.6K	Buy	56 +46	+460%	+$77.2K	0.02%	180
2026 Q2	$19.8K	Sell	10 -1	-9%	-$1.82K	﹤0.01%	389
2026 Q1	$15.2K	Sell	11 -2	-15%	-$2.54K	﹤0.01%	399
2025 Q4	$12.1K	Sell	13 -1	-7%	-$923	﹤0.01%	460
2025 Q3	$11.6K	Sell	14 -2	-13%	-$1.36K	﹤0.01%	468
2025 Q2	$8.58K	Hold	16	–	–	﹤0.01%	543
2025 Q1	$5.16K	Hold	16	–	–	﹤0.01%	716
2024 Q4	$6.78K	Hold	16	–	–	﹤0.01%	619
2024 Q3	$6.25K	Hold	16	–	–	﹤0.01%	642
2024 Q2	$4.87K	Hold	16	–	–	﹤0.01%	715
2024 Q1	$5.08K	Hold	16	–	–	﹤0.01%	619
2023 Q4	$3.29K	Buy	+16	New	+$2.96K	﹤0.01%	762

Other funds holding FIX

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Management Group's FIX Position: Q3 2026 in Review

Private Wealth Management Group increased its Comfort Systems (FIX) stake by 460% in Q3 2026, buying an estimated $77.2K and bringing the position to 56 shares worth $92.6K. The position accounts for 0.02% of the portfolio, ranked #180.

Private Wealth Management Group first reported a position in FIX in Q4 2023 and has held it in 12 quarters since. 294 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Private Wealth Management Group held 56 shares of Comfort Systems worth $92.6K as of Q3 2026.
Private Wealth Management Group bought 46 Comfort Systems shares in Q3 2026, an estimated $77.2K.
Comfort Systems made up 0.02% of Private Wealth Management Group's portfolio in Q3 2026, its #180 holding.
Private Wealth Management Group first reported a position in Comfort Systems in Q4 2023 and has held it in 12 quarters since.
294 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.