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Bravera Wealth’s Pfizer PFE Stock Holding History

Bravera Wealth’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 		$23.4K Hold
971
– – 0.01% 224
2026
Q1 		$27.3K Hold
971
– – 0.01% 225
2025
Q4 		$24.2K Buy
+971
New +$24.5K 0.01% 217

Other funds holding PFE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Bravera Wealth's PFE Position: Q2 2026 in Review

Bravera Wealth held its Pfizer (PFE) position steady in Q2 2026 at 971 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #224.

Bravera Wealth first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.3K in Q1 2026. 906 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bravera Wealth held 971 shares of Pfizer worth $23.4K as of Q2 2026.
  • Bravera Wealth left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #224 holding.
  • Bravera Wealth first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Pfizer position peaked at $27.3K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.