Sumitomo Mitsui Trust Group
FIX icon

Sumitomo Mitsui Trust Group’s Comfort Systems FIX Stock Holding History

Sumitomo Mitsui Trust Group’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 		$169M Buy
85,034
+2,861
+3% +$5.19M 0.1% 196
2026
Q1 		$113M Buy
82,173
+7,515
+10% +$9.54M 0.07% 254
2025
Q4 		$69.7M Buy
74,658
+74,357
+24,703% +$68.7M 0.04% 365
2025
Q3 		$248K Sell
301
-209
-41% -$142K ﹤0.01% 1031
2025
Q2 		$273K Sell
510
-2,046
-80% -$891K ﹤0.01% 997
2025
Q1 		$824K Buy
2,556
+296
+13% +$119K ﹤0.01% 876
2024
Q4 		$958K Buy
2,260
+300
+15% +$132K ﹤0.01% 885
2024
Q3 		$765K Buy
+1,960
New +$646K ﹤0.01% 917

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

Sumitomo Mitsui Trust Group's FIX Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Comfort Systems (FIX) stake by 3.5% in Q2 2026, buying an estimated $5.19M and bringing the position to 85,034 shares worth $169M. The position accounts for 0.1% of the portfolio, ranked #196.

Sumitomo Mitsui Trust Group first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 85,034 shares of Comfort Systems worth $169M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 2,861 Comfort Systems shares in Q2 2026, an estimated $5.19M.
  • Comfort Systems made up 0.1% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #196 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.