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Prosperity Financial Group’s Comfort Systems FIX Stock Holding History

Prosperity Financial 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 		$488K Buy
246
+41
+20% +$74.4K 0.15% 128
2026
Q1 		$283K Buy
+205
New +$260K 0.1% 153
2025
Q1 		– Sell
-599
Closed -$254K – 176
2024
Q4 		$254K Buy
599
+86
+17% +$37.8K 0.13% 135
2024
Q3 		$200K Sell
513
-215
-30% -$70.8K 0.11% 144
2024
Q2 		$221K Buy
+728
New +$231K 0.14% 127

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

Prosperity Financial Group's FIX Position: Q2 2026 in Review

Prosperity Financial Group increased its Comfort Systems (FIX) stake by 20% in Q2 2026, buying an estimated $74.4K and bringing the position to 246 shares worth $488K. The position accounts for 0.15% of the portfolio, ranked #128.

Prosperity Financial Group first reported a position in FIX in Q2 2024 and has held it in 5 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Prosperity Financial Group held 246 shares of Comfort Systems worth $488K as of Q2 2026.
  • Prosperity Financial Group bought 41 Comfort Systems shares in Q2 2026, an estimated $74.4K.
  • Comfort Systems made up 0.15% of Prosperity Financial Group's portfolio in Q2 2026, its #128 holding.
  • Prosperity Financial Group first reported a position in Comfort Systems in Q2 2024 and has held it in 5 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.