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Clayton Financial Group’s Pfizer PFE Stock Holding History

Clayton 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 		– Sell
-1,688
Closed -$47.4K – 434
2026
Q1 		$47.4K Buy
1,688
+2
+0.1% +$53 0.02% 146
2025
Q4 		$42K Buy
+1,686
New +$42.5K 0.02% 154

Other funds holding PFE

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Clayton Financial Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 1,688 shares — an estimated $47.4K sold.

Clayton Financial Group first reported a position in PFE in Q4 2025 and held it in 2 quarters. The position peaked at $47.4K in Q1 2026. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Clayton Financial Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,688 Pfizer shares in Q2 2026, an estimated $47.4K.
  • Clayton Financial Group first reported a position in Pfizer in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Pfizer position peaked at $47.4K in Q1 2026.
  • 1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.