WFA of San Diego’s Comfort Systems FIX Stock Holding History

WFA of San Diego’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	-2	Closed	-$2.76K	–	190
2026 Q1	$2.76K	Buy	+2	New	+$2.54K	﹤0.01%	345

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

WFA of San Diego's FIX Position: Q2 2026 in Review

WFA of San Diego sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 2 shares — an estimated $2.76K sold.

WFA of San Diego first reported a position in FIX in Q1 2026 and held it in 1 quarter. The position peaked at $2.76K in Q1 2026. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

WFA of San Diego reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 2 Comfort Systems shares in Q2 2026, an estimated $2.76K.
WFA of San Diego first reported a position in Comfort Systems in Q1 2026 and held it in 1 quarter.
WFA of San Diego's Comfort Systems position peaked at $2.76K in Q1 2026.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.