Valmark Advisers’s Comfort Systems FIX Stock Holding History

Valmark Advisers’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	$830K	Buy	419 +71	+20%	+$129K	0.01%	396
2026 Q1	$480K	Buy	+348	New	+$442K	0.01%	475

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valmark Advisers's FIX Position: Q2 2026 in Review

Valmark Advisers increased its Comfort Systems (FIX) stake by 20% in Q2 2026, buying an estimated $129K and bringing the position to 419 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #396.

Valmark Advisers first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Valmark Advisers held 419 shares of Comfort Systems worth $830K as of Q2 2026.
Valmark Advisers bought 71 Comfort Systems shares in Q2 2026, an estimated $129K.
Comfort Systems made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #396 holding.
Valmark Advisers first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.