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TD Private Client Wealth’s Comfort Systems FIX Stock Holding History

TD Private Client Wealth’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 		$450K Sell
227
-195
-46% -$354K 0.01% 521
2026
Q1 		$582K Sell
422
-95
-18% -$121K 0.01% 466
2025
Q4 		$483K Sell
517
-88
-15% -$81.2K 0.01% 487
2025
Q3 		$499K Sell
605
-345
-36% -$234K 0.01% 483
2025
Q2 		$509K Sell
950
-286
-23% -$125K 0.01% 468
2025
Q1 		$398K Buy
1,236
+256
+26% +$103K 0.01% 479
2024
Q4 		$416K Sell
980
-107
-10% -$47K 0.01% 471
2024
Q3 		$424K Buy
1,087
+339
+45% +$112K 0.01% 476
2024
Q2 		$227K Sell
748
-35
-4% -$11.1K 0.01% 549
2024
Q1 		$249K Sell
783
-168
-18% -$42.9K 0.01% 547
2023
Q4 		$196K Buy
951
+398
+72% +$73.5K 0.01% 573
2023
Q3 		$94.2K Hold
553
– – ﹤0.01% 659
2023
Q2 		$90.8K Buy
553
+224
+68% +$33.3K ﹤0.01% 677
2023
Q1 		$48K Sell
329
-60
-15% -$7.78K ﹤0.01% 777
2022
Q4 		$44.8K Sell
389
-69
-15% -$8.02K ﹤0.01% 763
2022
Q3 		$44.6K Sell
458
-147
-24% -$14.4K ﹤0.01% 752
2022
Q2 		$50.3K Sell
605
-46
-7% -$3.96K ﹤0.01% 735
2022
Q1 		$57.9K Buy
651
+645
+10,750% +$57.9K ﹤0.01% 741
2021
Q4 		$594 Hold
6
– – ﹤0.01% 1117
2021
Q3 		$428 Hold
6
– – ﹤0.01% 1181
2021
Q2 		$473 Buy
+6
New +$489 ﹤0.01% 1185

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

TD Private Client Wealth's FIX Position: Q2 2026 in Review

TD Private Client Wealth reduced its Comfort Systems (FIX) stake by 46% in Q2 2026, selling an estimated $354K and leaving 227 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #521.

TD Private Client Wealth first reported a position in FIX in Q2 2021 and has held it in 21 quarters since. The position peaked at $582K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • TD Private Client Wealth held 227 shares of Comfort Systems worth $450K as of Q2 2026.
  • TD Private Client Wealth sold 195 Comfort Systems shares in Q2 2026, an estimated $354K.
  • Comfort Systems made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #521 holding.
  • TD Private Client Wealth first reported a position in Comfort Systems in Q2 2021 and has held it in 21 quarters since.
  • TD Private Client Wealth's Comfort Systems position peaked at $582K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.