CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in FIX — Comfort Systems USA Inc
CIK 1766904
RICHMOND, VA
Position in FIX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$225,938
+$218,611 QoQ
Shares Held
114
+165.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,130
of 1,341 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $894,129 across 4 Engineering & Construction names. FIX ranks #2 (25.3% of the industry book) .
All Filings in FIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,938 | 114 | Shares | Other | 2026-07-17 | |
| 2023-09-30 | $7,327 | 43 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,210 | 50 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $7,298 | 50 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,754 | 50 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||