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Affinity Capital Advisors’s Pfizer PFE Stock Holding History

Affinity Capital Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,163
Closed -$257K – 210
2026
Q1 		$257K Buy
+9,163
New +$244K 0.04% 155
2024
Q2 		– Sell
-8,002
Closed -$222K – 154
2024
Q1 		$222K Sell
8,002
-298
-4% -$8.27K 0.05% 138
2023
Q4 		$239K Sell
8,300
-15
-0.2% -$453 0.06% 123
2023
Q3 		$276K Sell
8,315
-31
-0.4% -$1.1K 0.08% 104
2023
Q2 		$306K Sell
8,346
-175
-2% -$6.81K 0.08% 97
2023
Q1 		$348K Sell
8,521
-372
-4% -$16.1K 0.11% 86
2022
Q4 		$456K Sell
8,893
-65
-0.7% -$3.12K 0.16% 66
2022
Q3 		$392K Buy
8,958
+11
+0.1% +$535 0.14% 72
2022
Q2 		$469K Buy
8,947
+120
+1% +$6.12K 0.16% 68
2022
Q1 		$457K Buy
8,827
+109
+1% +$5.66K 0.14% 68
2021
Q4 		$515K Buy
8,718
+3
+0% +$149 0.16% 69
2021
Q3 		$375K Sell
8,715
-65
-0.7% -$2.88K 0.13% 82
2021
Q2 		$344K Sell
8,780
-1,100
-11% -$42.8K 0.12% 86
2021
Q1 		$358K Sell
9,880
-292
-3% -$10.4K 0.13% 82
2020
Q4 		$374K Sell
10,172
-523
-5% -$19.2K 0.15% 74
2020
Q3 		$372K Sell
10,695
-887
-8% -$31.1K 0.21% 68
2020
Q2 		$359K Sell
11,582
-122
-1% -$4.14K 0.23% 65
2020
Q1 		$410K Sell
11,704
-143
-1% -$4.87K 0.3% 56
2019
Q4 		$440K Buy
+11,847
New +$422K 0.29% 54

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Affinity Capital Advisors's PFE Position: Q2 2026 in Review

Affinity Capital Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 9,163 shares — an estimated $257K sold.

Affinity Capital Advisors first reported a position in PFE in Q4 2019 and held it in 19 quarters. The position peaked at $515K in Q4 2021. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Affinity Capital Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Affinity Capital Advisors sold 9,163 Pfizer shares in Q2 2026, an estimated $257K.
  • Affinity Capital Advisors first reported a position in Pfizer in Q4 2019 and held it in 19 quarters.
  • Affinity Capital Advisors's Pfizer position peaked at $515K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.