Cetera Trust Company
PFE icon

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
Q3 		$28.5K Hold
1,000
– – 0.01% 240
2026
Q2 		$24.1K Hold
1,000
– – 0.01% 249
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cetera Trust Company's PFE Position: Q3 2026 in Review

Cetera Trust Company held its Pfizer (PFE) position steady in Q3 2026 at 1,000 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #240.

Cetera Trust Company first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $53.4K in Q4 2023. 1,909 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Cetera Trust Company held 1,000 shares of Pfizer worth $28.5K as of Q3 2026.
  • Cetera Trust Company left its Pfizer share count unchanged in Q3 2026.
  • Pfizer made up 0.01% of Cetera Trust Company's portfolio in Q3 2026, its #240 holding.
  • Cetera Trust Company first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • Cetera Trust Company's Pfizer position peaked at $53.4K in Q4 2023.
  • 1,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.