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Cetera Trust Company’s Pfizer PFE Stock Holding History

Cetera Trust Company’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
Q1 		$28.1K Hold
1,000
– – 0.02% 243
2025
Q4 		$24.9K Hold
1,000
– – 0.01% 246
2025
Q3 		$25.5K Hold
1,000
– – 0.01% 243
2025
Q2 		$24.2K Sell
1,000
-182
-15% -$4.24K 0.01% 244
2025
Q1 		$30K Sell
1,182
-250
-17% -$6.54K 0.02% 240
2024
Q4 		$38K Sell
1,432
-223
-13% -$6.05K 0.02% 233
2024
Q3 		$47.9K Hold
1,655
– – 0.03% 235
2024
Q2 		$46.3K Sell
1,655
-200
-11% -$5.51K 0.03% 232
2024
Q1 		$51.5K Hold
1,855
– – 0.03% 228
2023
Q4 		$53.4K Buy
+1,855
New +$56.1K 0.03% 223

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cetera Trust Company's PFE Position: Q1 2026 in Review

Cetera Trust Company held its Pfizer (PFE) position steady in Q1 2026 at 1,000 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #243.

Cetera Trust Company first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $53.4K in Q4 2023. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Cetera Trust Company held 1,000 shares of Pfizer worth $28.1K as of Q1 2026.
  • Cetera Trust Company left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.02% of Cetera Trust Company's portfolio in Q1 2026, its #243 holding.
  • Cetera Trust Company first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Pfizer position peaked at $53.4K in Q4 2023.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.