Marks Group Wealth Management, Inc
Position in FIX — Comfort Systems USA Inc
CIK 1802473
MINNETONKA, MN
Position in FIX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$741,248
+$225,506 QoQ
Shares Held
374
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#834
of 1,341 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $15,054,790 across 4 Engineering & Construction names. FIX ranks #4 (4.9% of the industry book) .
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,248 | 374 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $515,742 | 374 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $336,917 | 361 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $297,889 | 361 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||