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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
2025
Q2 		– Sell
-541
Closed -$13.7K – 1291
2025
Q1 		$13.7K Buy
+541
New +$14.2K ﹤0.01% 1310

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 53 quarters since. The position peaked at $27.6M in Q4 2014. 2,823 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 53 quarters since.
  • B. Riley Wealth Advisors's Pfizer position peaked at $27.6M in Q4 2014.
  • 2,823 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.