Convergence Financial’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$267K Buy
+11,086
New +$290K 0.02% 233
2025
Q2
– Sell
-8,098
Closed -$205K – 184
2025
Q1
$205K Sell
8,098
-994
-11% -$26K 0.04% 166
2024
Q4
$241K Sell
9,092
-1,810
-17% -$49.1K 0.05% 140
2024
Q3
$316K Sell
10,902
-6,371
-37% -$186K 0.07% 119
2024
Q2
$483K Buy
+17,273
New +$476K 0.13% 91

Other funds holding PFE

Convergence Financial's PFE Position: Q2 2026 in Review

Convergence Financial opened a new position in Pfizer (PFE) in Q2 2026: 11,086 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Convergence Financial previously reported a position in PFE as recently as Q1 2025.

Convergence Financial first reported a position in PFE in Q2 2024 and has held it in 5 quarters since. The position peaked at $483K in Q2 2024. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Convergence Financial held 11,086 shares of Pfizer worth $267K as of Q2 2026.
  • Pfizer was a new Convergence Financial position in Q2 2026.
  • Pfizer made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #233 holding.
  • Convergence Financial first reported a position in Pfizer in Q2 2024 and has held it in 5 quarters since.
  • Convergence Financial's Pfizer position peaked at $483K in Q2 2024.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.