Sigma Planning Corp
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
Q3 		$411K Sell
248
-819
-77% -$1.37M 0.01% 934
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sigma Planning Corp's FIX Position: Q3 2026 in Review

Sigma Planning Corp reduced its Comfort Systems (FIX) stake by 77% in Q3 2026, selling an estimated $1.37M and leaving 248 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #934.

Sigma Planning Corp first reported a position in FIX in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.12M in Q2 2026. 665 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Sigma Planning Corp held 248 shares of Comfort Systems worth $411K as of Q3 2026.
  • Sigma Planning Corp sold 819 Comfort Systems shares in Q3 2026, an estimated $1.37M.
  • Comfort Systems made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #934 holding.
  • Sigma Planning Corp first reported a position in Comfort Systems in Q3 2021 and has held it in 10 quarters since.
  • Sigma Planning Corp's Comfort Systems position peaked at $2.12M in Q2 2026.
  • 665 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.