Allegiance Financial Group Advisory Services LLC
Position in FIX — Comfort Systems USA Inc
CIK 1964068
VIENNA, VA
Position in FIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,452,769
+$313,724 QoQ
Shares Held
733
-11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#679
of 1,341 holders
Holding Since
Jun 2025
5 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, 2026Allegiance Financial Group Advisory Services LLC holds $1,767,293 across 2 Engineering & Construction names. FIX ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
733 | $1,452,769 | |
| 2 | EME |
EMCOR Group, Inc.
|
379 | $314,524 |
All Filings in FIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452,769 | 733 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,139,045 | 826 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $698,100 | 748 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $500,884 | 607 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $325,479 | 607 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||