SPC
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Sigma Planning Corp’s Comfort Systems FIX Stock Holding History

Sigma Planning Corp’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 		$1.88M Buy
1,361
+494
+57% +$627K 0.05% 352
2025
Q4 		$922K Buy
867
+279
+47% +$258K 0.03% 562
2025
Q3 		$486K Buy
588
+78
+15% +$52.9K 0.01% 829
2025
Q2 		$273K Buy
+510
New +$222K 0.01% 1027
2022
Q3 		– Sell
-3,363
Closed -$280K – 1287
2022
Q2 		$280K Sell
3,363
-289
-8% -$24.9K 0.01% 1025
2022
Q1 		$325K Buy
3,652
+194
+6% +$17.4K 0.01% 1019
2021
Q4 		$342K Sell
3,458
-302
-8% -$27.9K 0.01% 1011
2021
Q3 		$268K Buy
+3,760
New +$280K 0.01% 1114

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

Sigma Planning Corp's FIX Position: Q1 2026 in Review

Sigma Planning Corp increased its Comfort Systems (FIX) stake by 57% in Q1 2026, buying an estimated $627K and bringing the position to 1,361 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #352.

Sigma Planning Corp first reported a position in FIX in Q3 2021 and has held it in 8 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Sigma Planning Corp held 1,361 shares of Comfort Systems worth $1.88M as of Q1 2026.
  • Sigma Planning Corp bought 494 Comfort Systems shares in Q1 2026, an estimated $627K.
  • Comfort Systems made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #352 holding.
  • Sigma Planning Corp first reported a position in Comfort Systems in Q3 2021 and has held it in 8 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.