SOS
FIX icon

Silver Oak Securities’s Comfort Systems FIX Stock Holding History

Silver Oak Securities’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 		$4.53M Buy
2,285
+181
+9% +$328K 0.27% 83
2026
Q1 		$2.9M Sell
2,104
-186
-8% -$236K 0.21% 100
2025
Q4 		$2.17M Buy
2,290
+37
+2% +$34.2K 0.15% 144
2025
Q3 		$1.86M Buy
2,253
+119
+6% +$80.7K 0.14% 154
2025
Q2 		$1.14M Sell
2,134
-72
-3% -$31.4K 0.09% 231
2025
Q1 		$715K Buy
2,206
+190
+9% +$76.6K 0.07% 302
2024
Q4 		$865K Sell
2,016
-218
-10% -$95.7K 0.08% 258
2024
Q3 		$871K Buy
+2,234
New +$736K 0.09% 228

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

Silver Oak Securities's FIX Position: Q2 2026 in Review

Silver Oak Securities increased its Comfort Systems (FIX) stake by 8.6% in Q2 2026, buying an estimated $328K and bringing the position to 2,285 shares worth $4.53M. The position accounts for 0.27% of the portfolio, ranked #83.

Silver Oak Securities first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Silver Oak Securities held 2,285 shares of Comfort Systems worth $4.53M as of Q2 2026.
  • Silver Oak Securities bought 181 Comfort Systems shares in Q2 2026, an estimated $328K.
  • Comfort Systems made up 0.27% of Silver Oak Securities's portfolio in Q2 2026, its #83 holding.
  • Silver Oak Securities first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.