SageView Advisory Group, LLC

SEC CIK: 0001914558
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

FIX holding history

Comfort Systems USA Inc in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FIX overview All 13F holders of FIX Full Q2 2026 holdings

Shares (Q2 2026): 289
Value: $572.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of FIX by SageView Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	289	$572.8K	<0.1%	+3+1.0%	Added	Holders
Q1 2026	286	$394.4K	<0.1%	−24−7.7%	Reduced	Holders
Q4 2025	310	$289.3K	<0.1%	+310	New	Holders