Whittier Trust’s Comfort Systems FIX Stock Holding History

Whittier Trust’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	$15.2M	Buy	8,480 +22	+0.3%	+$39.9K	0.15%	116
2026 Q1	$12.1M	Buy	+8,458	New	+$10.7M	0.14%	123

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whittier Trust's FIX Position: Q2 2026 in Review

Whittier Trust increased its Comfort Systems (FIX) stake by 0.26% in Q2 2026, buying an estimated $39.9K and bringing the position to 8,480 shares worth $15.2M. The position accounts for 0.15% of the portfolio, ranked #116.

Whittier Trust first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Whittier Trust held 8,480 shares of Comfort Systems worth $15.2M as of Q2 2026.
Whittier Trust bought 22 Comfort Systems shares in Q2 2026, an estimated $39.9K.
Comfort Systems made up 0.15% of Whittier Trust's portfolio in Q2 2026, its #116 holding.
Whittier Trust first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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