Convergence Financial’s Pfizer PFE Stock Holding History

Convergence Financial’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Convergence Financial's PFE Position: Q2 2025 in Review

Convergence Financial sold out of Pfizer (PFE) in Q2 2025, closing a stake of 8,098 shares — an estimated $205K sold.

Convergence Financial first reported a position in PFE in Q2 2024 and held it in 4 quarters. The position peaked at $483K in Q2 2024. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Convergence Financial reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Convergence Financial sold 8,098 Pfizer shares in Q2 2025, an estimated $205K.
Convergence Financial first reported a position in Pfizer in Q2 2024 and held it in 4 quarters.
Convergence Financial's Pfizer position peaked at $483K in Q2 2024.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Convergence Financial's 13F filing for Q2 2025, filed 6 Aug 2025.