Affinity Capital Advisors
PFE icon

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
Q3 		$204K Buy
+7,227
New +$192K 0.02% 222
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Affinity Capital Advisors's PFE Position: Q3 2026 in Review

Affinity Capital Advisors opened a new position in Pfizer (PFE) in Q3 2026: 7,227 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Affinity Capital Advisors previously reported a position in PFE as recently as Q1 2026.

Affinity Capital Advisors first reported a position in PFE in Q4 2019 and has held it in 20 quarters since. The position peaked at $515K in Q4 2021. 654 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Affinity Capital Advisors held 7,227 shares of Pfizer worth $204K as of Q3 2026.
  • Pfizer was a new Affinity Capital Advisors position in Q3 2026.
  • Pfizer made up 0.02% of Affinity Capital Advisors's portfolio in Q3 2026, its #222 holding.
  • Affinity Capital Advisors first reported a position in Pfizer in Q4 2019 and has held it in 20 quarters since.
  • Affinity Capital Advisors's Pfizer position peaked at $515K in Q4 2021.
  • 654 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.