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Fiduciary Trust’s Comfort Systems FIX Stock Holding History

Fiduciary 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 		$421K Sell
212
-490
-70% -$889K ﹤0.01% 649
2026
Q1 		$968K Buy
702
+19
+3% +$24.1K 0.01% 423
2025
Q4 		$637K Sell
683
-98
-13% -$90.5K 0.01% 501
2025
Q3 		$644K Sell
781
-23
-3% -$15.6K 0.01% 505
2025
Q2 		$431K Buy
804
+8
+1% +$3.48K 0.01% 567
2025
Q1 		$257K Buy
+796
New +$321K ﹤0.01% 707

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Trust's FIX Position: Q2 2026 in Review

Fiduciary Trust reduced its Comfort Systems (FIX) stake by 70% in Q2 2026, selling an estimated $889K and leaving 212 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Fiduciary Trust first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $968K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Fiduciary Trust held 212 shares of Comfort Systems worth $421K as of Q2 2026.
  • Fiduciary Trust sold 490 Comfort Systems shares in Q2 2026, an estimated $889K.
  • Comfort Systems made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #649 holding.
  • Fiduciary Trust first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Trust's Comfort Systems position peaked at $968K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.