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Twin Peaks Wealth Advisors’s Comfort Systems FIX Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-27
Closed -$37.2K – 929
2026
Q1 		$37.2K Buy
+27
New +$34.3K 0.01% 507
2025
Q3 		– Sell
-25
Closed -$18K – 853
2025
Q2 		$18K Buy
+25
New +$10.9K 0.01% 644

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

Twin Peaks Wealth Advisors's FIX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 27 shares — an estimated $37.2K sold.

Twin Peaks Wealth Advisors first reported a position in FIX in Q2 2025 and held it in 2 quarters. The position peaked at $37.2K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 27 Comfort Systems shares in Q2 2026, an estimated $37.2K.
  • Twin Peaks Wealth Advisors first reported a position in Comfort Systems in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Comfort Systems position peaked at $37.2K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.