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BTC Capital Management’s Comfort Systems FIX Stock Holding History

BTC Capital Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
681
-42
-6% -$76.2K 0.08% 135
2026
Q1 		$997K Sell
723
-108
-13% -$137K 0.07% 147
2025
Q4 		$776K Sell
831
-144
-15% -$133K 0.05% 153
2025
Q3 		$805K Sell
975
-292
-23% -$198K 0.06% 151
2025
Q2 		$679K Sell
1,267
-419
-25% -$183K 0.06% 152
2025
Q1 		$543K Buy
1,686
+360
+27% +$145K 0.05% 155
2024
Q4 		$562K Buy
1,326
+10
+0.8% +$4.39K 0.05% 155
2024
Q3 		$514K Sell
1,316
-195
-13% -$64.2K 0.05% 169
2024
Q2 		$460K Sell
1,511
-99
-6% -$31.5K 0.04% 164
2024
Q1 		$512K Buy
+1,610
New +$411K 0.05% 165
2023
Q3 		$374K Sell
2,193
-266
-11% -$46.7K 0.04% 175
2023
Q2 		$406K Sell
2,459
-119
-5% -$17.7K 0.04% 180
2023
Q1 		$375K Sell
2,578
-1,063
-29% -$138K 0.04% 169
2022
Q4 		$419K Sell
3,641
-474
-12% -$55.1K 0.05% 169
2022
Q3 		$403K Sell
4,115
-694
-14% -$68K 0.05% 172
2022
Q2 		$401K Buy
4,809
+76
+2% +$6.54K 0.05% 177
2022
Q1 		$421K Sell
4,733
-798
-14% -$71.6K 0.04% 198
2021
Q4 		$548K Buy
+5,531
New +$511K 0.05% 169
2021
Q3 		– Sell
-2,596
Closed -$205K – 211
2021
Q2 		$205K Sell
2,596
-707
-21% -$57.6K 0.02% 211
2021
Q1 		$245K Buy
+3,303
New +$211K 0.03% 209

Other funds holding FIX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

BTC Capital Management's FIX Position: Q2 2026 in Review

BTC Capital Management reduced its Comfort Systems (FIX) stake by 5.8% in Q2 2026, selling an estimated $76.2K and leaving 681 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #135.

BTC Capital Management first reported a position in FIX in Q1 2021 and has held it in 20 quarters since. 618 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • BTC Capital Management held 681 shares of Comfort Systems worth $1.38M as of Q2 2026.
  • BTC Capital Management sold 42 Comfort Systems shares in Q2 2026, an estimated $76.2K.
  • Comfort Systems made up 0.08% of BTC Capital Management's portfolio in Q2 2026, its #135 holding.
  • BTC Capital Management first reported a position in Comfort Systems in Q1 2021 and has held it in 20 quarters since.
  • 618 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.