Moody National Bank Trust Division’s Comfort Systems FIX Stock Holding History

Moody National Bank Trust Division’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	–	Sell	-1,996	Closed	-$2.75M	–	520
2026 Q1	$2.75M	Hold	1,996	–	–	0.26%	66
2025 Q4	$1.86M	Sell	1,996 -3,750	-65%	-$3.46M	0.18%	110
2025 Q3	$4.74M	Buy	5,746 +2,750	+92%	+$1.86M	0.4%	46
2025 Q2	$1.61M	Buy	2,996 +250	+9%	+$109K	0.15%	150
2025 Q1	$885K	Buy	+2,746	New	+$1.11M	0.09%	254
2024 Q3	–	Sell	-711	Closed	-$216K	–	471
2024 Q2	$216K	Buy	+711	New	+$226K	0.02%	424
2019 Q2	–	Sell	-148	Closed	-$8K	–	581
2019 Q1	$8K	Buy	+148	New	+$7.38K	﹤0.01%	673

Other funds holding FIX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Moody National Bank Trust Division's FIX Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 1,996 shares — an estimated $2.75M sold.

Moody National Bank Trust Division first reported a position in FIX in Q1 2019 and held it in 7 quarters. The position peaked at $4.74M in Q3 2025. 558 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Moody National Bank Trust Division reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
Moody National Bank Trust Division sold 1,996 Comfort Systems shares in Q2 2026, an estimated $2.75M.
Moody National Bank Trust Division first reported a position in Comfort Systems in Q1 2019 and held it in 7 quarters.
Moody National Bank Trust Division's Comfort Systems position peaked at $4.74M in Q3 2025.
558 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.