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B. Riley Wealth Advisors’s Pfizer PFE Stock Holding History

B. Riley Wealth 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 		$14.6K Buy
+600
New +$15.7K ﹤0.01% 904
2026
Q1 		– Sell
-1,400
Closed -$34.9K – 1062
2025
Q4 		$34.9K Sell
1,400
-138,600
-99% -$3.5M ﹤0.01% 989
2025
Q3 		$35.7K Buy
140,000
+137,800
+6,264% +$3.4M ﹤0.01% 1018
2025
Q2 		$53.3K Buy
+2,200
New +$51.3K ﹤0.01% 985

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

B. Riley Wealth Advisors's PFE Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Pfizer (PFE) stake by 7.7% in Q2 2026, selling an estimated $199K and leaving 90,498 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #169.

B. Riley Wealth Advisors first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.6M in Q4 2021. 727 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • B. Riley Wealth Advisors held 90,498 shares of Pfizer worth $2.21M as of Q2 2026.
  • B. Riley Wealth Advisors sold 7,592 Pfizer shares in Q2 2026, an estimated $199K.
  • Pfizer made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • B. Riley Wealth Advisors first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Pfizer position peaked at $20.6M in Q4 2021.
  • 727 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.