Allegiance Financial Group Advisory Services’s Pfizer PFE Stock Holding History

Allegiance Financial Group Advisory Services’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
2025 Q2	–	Sell	-11,490	Closed	-$291K	–	176
2025 Q1	$291K	Buy	11,490 +2,780	+32%	+$72.7K	0.09%	95
2024 Q4	$231K	Buy	+8,710	New	+$236K	0.07%	86
2023 Q1	–	Sell	-4,124	Closed	-$211K	–	70
2022 Q4	$211K	Buy	+4,124	New	+$198K	0.2%	60

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Allegiance Financial Group Advisory Services's PFE Position: Q2 2025 in Review

Allegiance Financial Group Advisory Services sold out of Pfizer (PFE) in Q2 2025, closing a stake of 11,490 shares — an estimated $291K sold.

Allegiance Financial Group Advisory Services first reported a position in PFE in Q4 2022 and held it in 3 quarters. The position peaked at $291K in Q1 2025. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Allegiance Financial Group Advisory Services reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Allegiance Financial Group Advisory Services sold 11,490 Pfizer shares in Q2 2025, an estimated $291K.
Allegiance Financial Group Advisory Services first reported a position in Pfizer in Q4 2022 and held it in 3 quarters.
Allegiance Financial Group Advisory Services's Pfizer position peaked at $291K in Q1 2025.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.