UB
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UMB Bank’s Comfort Systems FIX Stock Holding History

UMB Bank’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 		$1.43M Sell
721
-170
-19% -$308K 0.02% 313
2026
Q1 		$1.23M Sell
891
-113
-11% -$143K 0.02% 331
2025
Q4 		$937K Sell
1,004
-41
-4% -$37.9K 0.01% 364
2025
Q3 		$862K Sell
1,045
-47
-4% -$31.9K 0.01% 349
2025
Q2 		$586K Sell
1,092
-4
-0.4% -$1.74K 0.01% 397
2025
Q1 		$353K Buy
1,096
+115
+12% +$46.4K 0.01% 461
2024
Q4 		$416K Buy
981
+45
+5% +$19.8K 0.01% 421
2024
Q3 		$365K Buy
936
+22
+2% +$7.25K 0.01% 460
2024
Q2 		$278K Sell
914
-1,037
-53% -$330K ﹤0.01% 497
2024
Q1 		$620K Sell
1,951
-115
-6% -$29.4K 0.01% 380
2023
Q4 		$425K Sell
2,066
-255
-11% -$47.1K 0.01% 441
2023
Q3 		$396K Sell
2,321
-253
-10% -$44.4K 0.01% 433
2023
Q2 		$423K Sell
2,574
-147
-5% -$21.9K 0.01% 435
2023
Q1 		$397K Buy
2,721
+2,003
+279% +$260K 0.01% 444
2022
Q4 		$83K Sell
718
-120
-14% -$14K ﹤0.01% 737
2022
Q3 		$82K Sell
838
-43
-5% -$4.21K ﹤0.01% 757
2022
Q2 		$73K Hold
881
– – ﹤0.01% 813
2022
Q1 		$78K Hold
881
– – ﹤0.01% 828
2021
Q4 		$87K Buy
+881
New +$81.4K ﹤0.01% 831

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

UMB Bank's FIX Position: Q2 2026 in Review

UMB Bank reduced its Comfort Systems (FIX) stake by 19% in Q2 2026, selling an estimated $308K and leaving 721 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #313.

UMB Bank first reported a position in FIX in Q4 2021 and has held it in 19 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • UMB Bank held 721 shares of Comfort Systems worth $1.43M as of Q2 2026.
  • UMB Bank sold 170 Comfort Systems shares in Q2 2026, an estimated $308K.
  • Comfort Systems made up 0.02% of UMB Bank's portfolio in Q2 2026, its #313 holding.
  • UMB Bank first reported a position in Comfort Systems in Q4 2021 and has held it in 19 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.