Truist Financial
FIX icon

Truist Financial’s Comfort Systems FIX Stock Holding History

Truist Financial’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
Q3 		$28.6M Sell
17,271
-562
-3% -$943K 0.03% 360
2026
Q2 		$35.3M Sell
17,833
-9,914
-36% -$18M 0.04% 315
2026
Q1 		$38.3M Buy
27,747
+2,621
+10% +$3.33M 0.05% 288
2025
Q4 		$23.4M Sell
25,126
-7,431
-23% -$6.86M 0.03% 376
2025
Q3 		$26.9M Sell
32,557
-7,305
-18% -$4.95M 0.04% 342
2025
Q2 		$21.4M Buy
39,862
+1,610
+4% +$701K 0.03% 381
2025
Q1 		$12.3M Sell
38,252
-1,376
-3% -$555K 0.02% 503
2024
Q4 		$16.8M Sell
39,628
-13,732
-26% -$6.03M 0.03% 431
2024
Q3 		$20.8M Sell
53,360
-9,742
-15% -$3.21M 0.03% 386
2024
Q2 		$19.2M Sell
63,102
-16,454
-21% -$5.23M 0.03% 415
2024
Q1 		$25.3M Sell
79,556
-8,470
-10% -$2.16M 0.04% 368
2023
Q4 		$18.1M Buy
88,026
+3,250
+4% +$600K 0.03% 435
2023
Q3 		$14.4M Sell
84,776
-2,715
-3% -$476K 0.02% 475
2023
Q2 		$14.4M Buy
87,491
+373
+0.4% +$55.5K 0.02% 472
2023
Q1 		$12.7M Buy
87,118
+709
+0.8% +$92K 0.02% 511
2022
Q4 		$9.9M Sell
86,409
-20,644
-19% -$2.4M 0.02% 572
2022
Q3 		$10.4M Sell
107,053
-19,212
-15% -$1.88M 0.02% 541
2022
Q2 		$10.5M Sell
126,265
-9,066
-7% -$780K 0.02% 555
2022
Q1 		$12M Buy
135,331
+17,130
+14% +$1.54M 0.02% 583
2021
Q4 		$11.7M Buy
118,201
+74,747
+172% +$6.91M 0.02% 590
2021
Q3 		$3.1M Buy
43,454
+13,971
+47% +$1.04M 0.01% 1067
2021
Q2 		$2.32M Buy
+29,483
New +$2.4M ﹤0.01% 1214
2020
Q1 		– Sell
-4,262
Closed -$213K – 2444
2019
Q4 		$213K Buy
+4,262
New +$207K ﹤0.01% 2325
2017
Q2 		– Sell
-5,732
Closed -$210K – 802
2017
Q1 		$210K Sell
5,732
-6,459
-53% -$224K ﹤0.01% 771
2016
Q4 		$406K Sell
12,191
-34,790
-74% -$1.08M 0.01% 625
2016
Q3 		$1.38M Sell
46,981
-5,389
-10% -$160K 0.03% 420
2016
Q2 		$1.71M Buy
52,370
+24,008
+85% +$765K 0.04% 389
2016
Q1 		$902K Buy
+28,362
New +$802K 0.02% 448

Other funds holding FIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Truist Financial's FIX Position: Q3 2026 in Review

Truist Financial reduced its Comfort Systems (FIX) stake by 3.2% in Q3 2026, selling an estimated $943K and leaving 17,271 shares worth $28.6M. The position accounts for 0.03% of the portfolio, ranked #360.

Truist Financial first reported a position in FIX in Q1 2016 and has held it in 28 quarters since. The position peaked at $38.3M in Q1 2026. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Truist Financial held 17,271 shares of Comfort Systems worth $28.6M as of Q3 2026.
  • Truist Financial sold 562 Comfort Systems shares in Q3 2026, an estimated $943K.
  • Comfort Systems made up 0.03% of Truist Financial's portfolio in Q3 2026, its #360 holding.
  • Truist Financial first reported a position in Comfort Systems in Q1 2016 and has held it in 28 quarters since.
  • Truist Financial's Comfort Systems position peaked at $38.3M in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.