SWM
FIX icon

SeaCrest Wealth Management’s Comfort Systems FIX Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-330
Closed -$455K – 588
2026
Q1 		$455K Buy
+330
New +$419K 0.05% 351

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

SeaCrest Wealth Management's FIX Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 330 shares — an estimated $455K sold.

SeaCrest Wealth Management first reported a position in FIX in Q1 2026 and held it in 1 quarter. The position peaked at $455K in Q1 2026. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 330 Comfort Systems shares in Q2 2026, an estimated $455K.
  • SeaCrest Wealth Management first reported a position in Comfort Systems in Q1 2026 and held it in 1 quarter.
  • SeaCrest Wealth Management's Comfort Systems position peaked at $455K in Q1 2026.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.