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Private Wealth Management Group, LLC

Position in FIX — Comfort Systems USA Inc

CIK 2011342 PRINCETON, NJ

Position in FIX

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$19,819
+$4,651 QoQ
Shares Held
10
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,260
of 1,341 holders
Holding Since
Dec 2023
11 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, 2026

Private Wealth Management Group, LLC holds $177,038 across 15 Engineering & Construction names. FIX ranks #2 (11.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
10 $19,819

All Filings in FIX

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,819 10
2026-03-31 $15,168 11
2025-12-31 $12,132 13
2025-09-30 $11,552 14
2025-06-30 $8,579 16
2025-03-31 $5,157 16
2024-12-31 $6,784 16
2024-09-30 $6,245 16
2024-06-30 $4,865 16
2024-03-31 $5,083 16
2023-12-31 $3,290 16