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Beacon Financial Group’s Pfizer PFE Stock Holding History

Beacon Financial 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
Q2 		$2.28M Sell
94,815
-4,016
-4% -$105K 0.21% 109
2026
Q1 		$2.78M Sell
98,831
-7,555
-7% -$201K 0.28% 90
2025
Q4 		$2.65M Sell
106,386
-7,380
-6% -$186K 0.26% 91
2025
Q3 		$2.9M Sell
113,766
-19,354
-15% -$478K 0.29% 87
2025
Q2 		$3.23M Sell
133,120
-13,403
-9% -$313K 0.34% 78
2025
Q1 		$3.71M Sell
146,523
-10,711
-7% -$280K 0.41% 66
2024
Q4 		$4.17M Sell
157,234
-10,028
-6% -$272K 0.45% 58
2024
Q3 		$4.84M Sell
167,262
-4,165
-2% -$121K 0.52% 54
2024
Q2 		$4.8M Sell
171,427
-6,310
-4% -$174K 0.55% 49
2024
Q1 		$4.93M Buy
177,737
+151,056
+566% +$4.19M 0.57% 46
2023
Q4 		$768K Sell
26,681
-2,148
-7% -$64.9K 0.09% 169
2023
Q3 		$1.02M Sell
28,829
-723
-2% -$25.6K 0.14% 133
2023
Q2 		$1.07M Buy
29,552
+465
+2% +$18.1K 0.14% 130
2023
Q1 		$1.21M Sell
29,087
-332
-1% -$14.3K 0.17% 122
2022
Q4 		$1.51M Buy
29,419
+165
+0.6% +$7.91K 0.21% 113
2022
Q3 		$1.29M Sell
29,254
-135
-0.5% -$6.56K 0.2% 110
2022
Q2 		$1.49M Sell
29,389
-588
-2% -$30K 0.22% 104
2022
Q1 		$1.57M Sell
29,977
-140,283
-82% -$7.28M 0.21% 113
2021
Q4 		$9.64M Sell
170,260
-1,951
-1% -$96.7K 1.25% 18
2021
Q3 		$7.5M Buy
172,211
+460
+0.3% +$20.4K 1.01% 27
2021
Q2 		$7.05M Sell
171,751
-3,378
-2% -$131K 1% 25
2021
Q1 		$6.45M Hold
175,129
– – 1.01% 24
2020
Q4 		$6.45M Sell
175,129
-8,210
-4% -$301K 1.01% 25
2020
Q3 		$6.38M Sell
183,339
-4,797
-3% -$168K 1.14% 19
2020
Q2 		$5.83M Buy
188,136
+24,817
+15% +$843K 1.12% 22
2020
Q1 		$5.06M Buy
163,319
+12,310
+8% +$419K 1.11% 23
2019
Q4 		$5.61M Buy
151,009
+4,437
+3% +$158K 0.7% 35
2019
Q3 		$5.04M Sell
146,572
-355
-0.2% -$12.9K 0.86% 36
2019
Q2 		$6.04M Sell
146,927
-268
-0.2% -$10.6K 1.03% 30
2019
Q1 		$5.93K Sell
147,195
-569
-0.4% -$22.8K 0.97% 28
2018
Q4 		$6.02M Sell
147,764
-136,349
-48% -$5.66M 1.13% 27
2018
Q3 		$11.9M Sell
284,113
-16,737
-6% -$644K 2% 8
2018
Q2 		$10.4M Sell
300,850
-3,104
-1% -$106K 1.75% 10
2018
Q1 		$10.2M Sell
303,954
-8,226
-3% -$283K 1.75% 11
2017
Q4 		$10.7M Sell
312,180
-9,685
-3% -$330K 1.87% 11
2017
Q3 		$10.9M Buy
321,865
+81,479
+34% +$2.62M 1.97% 9
2017
Q2 		$7.67M Buy
240,386
+5,299
+2% +$167K 1.46% 28
2017
Q1 		$7.66M Buy
235,087
+732
+0.3% +$23.1K 1.46% 28
2016
Q4 		$7.22M Buy
234,355
+7,629
+3% +$233K 1.47% 29
2016
Q3 		$7.17M Buy
226,726
+209,118
+1,188% +$6.99M 1.51% 25
2016
Q2 		$585K Buy
17,608
+315
+2% +$10.1K 0.13% 106
2016
Q1 		$493K Sell
17,293
-392
-2% -$11.2K 0.11% 119
2015
Q4 		$549K Buy
17,685
+956
+6% +$30.1K 0.13% 105
2015
Q3 		$492K Sell
16,729
-4,653
-22% -$149K 0.12% 108
2015
Q2 		$681K Sell
21,382
-8,494
-28% -$277K 0.15% 89
2015
Q1 		$993K Buy
29,876
+4,187
+16% +$133K 0.22% 74
2014
Q4 		$764K Buy
25,689
+1,911
+8% +$54.8K 0.16% 92
2014
Q3 		$671K Buy
23,778
+2,222
+10% +$62.4K 0.15% 99
2014
Q2 		$607K Sell
21,556
-8,065
-27% -$230K 0.13% 102
2014
Q1 		$896K Sell
29,621
-1,513
-5% -$45.1K 0.18% 84
2013
Q4 		$907K Sell
31,134
-4,806
-13% -$140K 0.17% 94
2013
Q3 		$985K Buy
+35,940
New +$978K 0.21% 89

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beacon Financial Group's PFE Position: Q2 2026 in Review

Beacon Financial Group reduced its Pfizer (PFE) stake by 4.1% in Q2 2026, selling an estimated $105K and leaving 94,815 shares worth $2.28M. The position accounts for 0.21% of the portfolio, ranked #109.

Beacon Financial Group first reported a position in PFE in Q3 2013 and has held it in 52 quarters since. The position peaked at $11.9M in Q3 2018. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Beacon Financial Group held 94,815 shares of Pfizer worth $2.28M as of Q2 2026.
  • Beacon Financial Group sold 4,016 Pfizer shares in Q2 2026, an estimated $105K.
  • Pfizer made up 0.21% of Beacon Financial Group's portfolio in Q2 2026, its #109 holding.
  • Beacon Financial Group first reported a position in Pfizer in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's Pfizer position peaked at $11.9M in Q3 2018.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.