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WhitTier Trust Company’s Comfort Systems FIX Stock Holding History

WhitTier Trust Company’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 		$7.39M Buy
4,389
+81
+2% +$147K 0.14% 125
2026
Q1 		$6.18M Buy
4,308
+4,298
+42,980% +$5.46M 0.13% 132
2025
Q4 		$10.4K Sell
10
-1
-9% -$923 ﹤0.01% 1015
2025
Q3 		$9K Sell
11
-51
-82% -$34.6K ﹤0.01% 1025
2025
Q2 		$33.2K Sell
62
-43
-41% -$18.7K ﹤0.01% 878
2025
Q1 		$33.8K Buy
105
+37
+54% +$14.9K ﹤0.01% 858
2024
Q4 		$28.8K Hold
68
– – ﹤0.01% 870
2024
Q3 		$26.5K Sell
68
-4
-6% -$1.32K ﹤0.01% 886
2024
Q2 		$21.9K Buy
+72
New +$22.9K ﹤0.01% 875

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

WhitTier Trust Company's FIX Position: Q2 2026 in Review

WhitTier Trust Company increased its Comfort Systems (FIX) stake by 1.9% in Q2 2026, buying an estimated $147K and bringing the position to 4,389 shares worth $7.39M. The position accounts for 0.14% of the portfolio, ranked #125.

WhitTier Trust Company first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • WhitTier Trust Company held 4,389 shares of Comfort Systems worth $7.39M as of Q2 2026.
  • WhitTier Trust Company bought 81 Comfort Systems shares in Q2 2026, an estimated $147K.
  • Comfort Systems made up 0.14% of WhitTier Trust Company's portfolio in Q2 2026, its #125 holding.
  • WhitTier Trust Company first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.