SPC
FIX icon

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
Q2 		$2.12M Sell
1,067
-294
-22% -$533K 0.05% 350
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 $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

Sigma Planning Corp's FIX Position: Q2 2026 in Review

Sigma Planning Corp reduced its Comfort Systems (FIX) stake by 22% in Q2 2026, selling an estimated $533K and leaving 1,067 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #350.

Sigma Planning Corp first reported a position in FIX in Q3 2021 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Sigma Planning Corp held 1,067 shares of Comfort Systems worth $2.12M as of Q2 2026.
  • Sigma Planning Corp sold 294 Comfort Systems shares in Q2 2026, an estimated $533K.
  • Comfort Systems made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #350 holding.
  • Sigma Planning Corp first reported a position in Comfort Systems in Q3 2021 and has held it in 9 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.