Birch Financial Group’s Pfizer PFE Stock Holding History

Birch 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 Q3	$290K	Buy	10,177 +648	+7%	+$17.2K	0.14%	103
2026 Q2	$229K	Buy	+9,529	New	+$249K	0.12%	123

Other funds holding PFE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Birch Financial Group's PFE Position: Q3 2026 in Review

Birch Financial Group increased its Pfizer (PFE) stake by 6.8% in Q3 2026, buying an estimated $17.2K and bringing the position to 10,177 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #103.

Birch Financial Group first reported a position in PFE in Q2 2026 and has held it in 2 quarters since. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Birch Financial Group held 10,177 shares of Pfizer worth $290K as of Q3 2026.
Birch Financial Group bought 648 Pfizer shares in Q3 2026, an estimated $17.2K.
Pfizer made up 0.14% of Birch Financial Group's portfolio in Q3 2026, its #103 holding.
Birch Financial Group first reported a position in Pfizer in Q2 2026 and has held it in 2 quarters since.
2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

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