Sageworth Trust Company of South Dakota’s Comfort Systems FIX Stock Holding History

Sageworth Trust Company of South Dakota’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	$208K	Buy	+105	New	+$191K	0.13%	61
2023 Q2	–	Sell	-105	Closed	-$15.3K	–	101
2023 Q1	$15.3K	Hold	105	–	–	0.04%	88
2022 Q4	$12K	Hold	105	–	–	0.03%	101
2022 Q3	$10K	Sell	105 -26	-20%	-$2.55K	0.02%	95
2022 Q2	$11K	Sell	131 -24	-15%	-$2.06K	0.02%	137
2022 Q1	$14K	Hold	155	–	–	0.03%	150
2021 Q4	$15K	Buy	+155	New	+$14.3K	0.02%	280

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 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

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

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Sageworth Trust Company of South Dakota's FIX Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota opened a new position in Comfort Systems (FIX) in Q2 2026: 105 shares worth $208K. The stake represents 0.13% of the portfolio and ranks #61 among its holdings. This is a return to the name: Sageworth Trust Company of South Dakota previously reported a position in FIX as recently as Q1 2023.

Sageworth Trust Company of South Dakota first reported a position in FIX in Q4 2021 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Sageworth Trust Company of South Dakota held 105 shares of Comfort Systems worth $208K as of Q2 2026.
Comfort Systems was a new Sageworth Trust Company of South Dakota position in Q2 2026.
Comfort Systems made up 0.13% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #61 holding.
Sageworth Trust Company of South Dakota first reported a position in Comfort Systems in Q4 2021 and has held it in 7 quarters since.
950 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.