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Comfort Systems USA shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Comfort Systems USA by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $807k 407 1981.95

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Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Comfort Systems USA

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
Geode Capital Management
AQR Capital Management
Capital World Investors
Jpmorgan Chase & Co
Invesco
Norges Bank Investment Management
Morgan Stanley
First Trust Advisors
Susquehanna International
Westfield Capital Management Company

View all funds holding Comfort Systems USA