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Dynamic Financial Group’s Pfizer PFE Stock Holding History

Dynamic 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
Q1 		$1.91M Buy
68,132
+6,964
+11% +$185K 1.56% 11
2025
Q4 		$1.52M Sell
61,168
-1,513
-2% -$38.2K 1.3% 11
2025
Q3 		$1.6M Buy
62,681
+242
+0.4% +$5.97K 1.39% 9
2025
Q2 		$1.51M Buy
62,439
+1,874
+3% +$43.7K 1.46% 9
2025
Q1 		$1.53M Buy
60,565
+1,536
+3% +$40.2K 1.54% 7
2024
Q4 		$1.57M Buy
+59,029
New +$1.6M 1.59% 7

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

Dynamic Financial Group's PFE Position: Q1 2026 in Review

Dynamic Financial Group increased its Pfizer (PFE) stake by 11% in Q1 2026, buying an estimated $185K and bringing the position to 68,132 shares worth $1.91M. The position accounts for 1.56% of the portfolio, ranked #11.

Dynamic Financial Group first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Dynamic Financial Group held 68,132 shares of Pfizer worth $1.91M as of Q1 2026.
  • Dynamic Financial Group bought 6,964 Pfizer shares in Q1 2026, an estimated $185K.
  • Pfizer made up 1.56% of Dynamic Financial Group's portfolio in Q1 2026, its #11 holding.
  • Dynamic Financial Group first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.