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Comfort Systems USA shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Comfort Systems USA by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $257k 129 1988.81

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View all positions for Pacific Excel Wealth Advisors

Top funds holding Comfort Systems USA

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Geode Capital Management
AQR Capital Management
Capital World Investors
Westfield Capital Management Company
Invesco
Morgan Stanley
First Trust Advisors
Capital Research and Management Company - Division 3
Northern Trust
Citadel Advisors

View all funds holding Comfort Systems USA