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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
Q2 		$229K Buy
+9,529
New +$249K 0.12% 123

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Birch Financial Group opened a new position in Pfizer (PFE) in Q2 2026: 9,529 shares worth $229K. The stake represents 0.12% of the portfolio and ranks #123 among its holdings.

1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Birch Financial Group held 9,529 shares of Pfizer worth $229K as of Q2 2026.
  • Pfizer was a new Birch Financial Group position in Q2 2026.
  • Pfizer made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #123 holding.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.