Chicago Trust’s Comfort Systems FIX Stock Holding History

Chicago Trust’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	$311K	Hold	157	–	–	0.05%	317
2026 Q1	$217K	Buy	+157	New	+$199K	0.03%	354

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chicago Trust's FIX Position: Q2 2026 in Review

Chicago Trust held its Comfort Systems (FIX) position steady in Q2 2026 at 157 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #317.

Chicago Trust first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Chicago Trust held 157 shares of Comfort Systems worth $311K as of Q2 2026.
Chicago Trust left its Comfort Systems share count unchanged in Q2 2026.
Comfort Systems made up 0.05% of Chicago Trust's portfolio in Q2 2026, its #317 holding.
Chicago Trust first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.