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Brandywine Financial Group’s Pfizer PFE Stock Holding History

Brandywine 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 		$12 Hold
500
– – 0.14% 12
2026
Q1 		$14K Hold
500
– – 0.01% 24
2025
Q4 		$12.4K Buy
+500
New +$12.6K 0.03% 32

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Brandywine Financial Group held its Pfizer (PFE) position steady in Q2 2026 at 500 shares worth $12. The position accounts for 0.14% of the portfolio, ranked #12.

Brandywine Financial Group first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $14K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Brandywine Financial Group held 500 shares of Pfizer worth $12 as of Q2 2026.
  • Brandywine Financial Group left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.14% of Brandywine Financial Group's portfolio in Q2 2026, its #12 holding.
  • Brandywine Financial Group first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Brandywine Financial Group's Pfizer position peaked at $14K in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Brandywine Financial Group's 13F filing for Q2 2026, filed 6 Jul 2026.