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Wedbush Securities’s Comfort Systems FIX Stock Holding History

Wedbush 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 		$404K Sell
204
-68
-25% -$123K 0.01% 803
2026
Q1 		$375K Sell
272
-2
-0.7% -$2.54K 0.01% 791
2025
Q4 		$256K Sell
274
-36
-12% -$33.2K 0.01% 959
2025
Q3 		$256K Buy
+310
New +$210K 0.01% 944

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

Wedbush Securities's FIX Position: Q2 2026 in Review

Wedbush Securities reduced its Comfort Systems (FIX) stake by 25% in Q2 2026, selling an estimated $123K and leaving 204 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #803.

Wedbush Securities first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Wedbush Securities held 204 shares of Comfort Systems worth $404K as of Q2 2026.
  • Wedbush Securities sold 68 Comfort Systems shares in Q2 2026, an estimated $123K.
  • Comfort Systems made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #803 holding.
  • Wedbush Securities first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.