Allen Capital Group
PFE icon

Allen Capital Group’s Pfizer PFE Stock Holding History

Allen Capital Group’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 		$6.38M Buy
223,622
+4,894
+2% +$130K 0.51% 47
2026
Q2 		$5.27M Buy
218,728
+7,145
+3% +$187K 0.43% 52
2026
Q1 		$5.94M Buy
211,583
+15,347
+8% +$409K 0.53% 47
2025
Q4 		$4.89M Buy
196,236
+9,688
+5% +$244K 0.45% 53
2025
Q3 		$4.75M Buy
186,548
+17,363
+10% +$429K 0.45% 55
2025
Q2 		$4.1M Buy
169,185
+26,149
+18% +$610K 0.42% 58
2025
Q1 		$3.62M Buy
143,036
+17,454
+14% +$457K 0.41% 59
2024
Q4 		$3.33M Buy
125,582
+11,661
+10% +$316K 0.4% 55
2024
Q3 		$3.3M Buy
113,921
+9,546
+9% +$278K 0.41% 55
2024
Q2 		$2.92M Buy
104,375
+586
+0.6% +$16.1K 0.4% 58
2024
Q1 		$2.88M Sell
103,789
-3,969
-4% -$110K 0.41% 55
2023
Q4 		$3.1M Buy
107,758
+40,145
+59% +$1.21M 0.49% 45
2023
Q3 		$2.29M Buy
67,613
+2,026
+3% +$71.6K 0.41% 55
2023
Q2 		$2.41M Buy
65,587
+4,164
+7% +$162K 0.41% 55
2023
Q1 		$2.51M Buy
+61,423
New +$2.65M 0.46% 53
2022
Q4 		– Sell
-43,825
Closed -$1.92M – 120
2022
Q3 		$1.92M Buy
43,825
+2,086
+5% +$101K 0.44% 51
2022
Q2 		$2.19M Buy
41,739
+795
+2% +$40.5K 0.44% 47
2022
Q1 		$2.12M Buy
40,944
+1,351
+3% +$70.1K 0.4% 55
2021
Q4 		$2.34M Buy
39,593
+172
+0.4% +$8.52K 0.29% 63
2021
Q3 		$1.7M Buy
39,421
+1,064
+3% +$47.1K 0.34% 63
2021
Q2 		$1.5M Buy
38,357
+9,974
+35% +$388K 0.3% 66
2021
Q1 		$1.03M Buy
28,383
+6,424
+29% +$228K 0.23% 78
2020
Q4 		$808K Buy
21,959
+857
+4% +$31.4K 0.19% 81
2020
Q3 		$739K Sell
21,102
-128
-0.6% -$4.49K 0.19% 80
2020
Q2 		$659K Buy
+21,230
New +$721K 0.17% 80
2019
Q1 		– Sell
-10,766
Closed -$434K – 122
2018
Q4 		$434K Buy
10,766
+3,294
+44% +$137K 0.15% 89
2018
Q3 		$312K Buy
7,472
+930
+14% +$35.8K 0.1% 104
2018
Q2 		$225K Sell
6,542
-2,186
-25% -$74.7K 0.08% 112
2018
Q1 		$294K Buy
+8,728
New +$300K 0.11% 99

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Allen Capital Group's PFE Position: Q3 2026 in Review

Allen Capital Group increased its Pfizer (PFE) stake by 2.2% in Q3 2026, buying an estimated $130K and bringing the position to 223,622 shares worth $6.38M. The position accounts for 0.51% of the portfolio, ranked #47.

Allen Capital Group first reported a position in PFE in Q1 2018 and has held it in 29 quarters since. 1,206 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Allen Capital Group held 223,622 shares of Pfizer worth $6.38M as of Q3 2026.
  • Allen Capital Group bought 4,894 Pfizer shares in Q3 2026, an estimated $130K.
  • Pfizer made up 0.51% of Allen Capital Group's portfolio in Q3 2026, its #47 holding.
  • Allen Capital Group first reported a position in Pfizer in Q1 2018 and has held it in 29 quarters since.
  • 1,206 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.