SageView Advisory Group, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1914558
NEWPORT BEACH, CA
Position in FIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$572,783
+$178,392 QoQ
Shares Held
289
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#898
of 1,341 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026SageView Advisory Group, LLC holds $3,162,766 across 2 Engineering & Construction names. FIX ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
3,597 | $2,589,983 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
289 | $572,783 |
All Filings in FIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,783 | 289 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $394,391 | 286 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $289,319 | 310 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||