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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

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 $3.38T AUM 44.17% 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

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. 1,353 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.
  • 1,353 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.