Fiduciary Alliance’s Pfizer PFE Stock Holding History

Fiduciary Alliance’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	$5.37M	Sell	188,225 -234,604	-55%	-$6.24M	0.4%	68
2026 Q2	$10.2M	Buy	422,829 +56,547	+15%	+$1.48M	0.69%	28
2026 Q1	$10M	Buy	366,282 +197,867	+117%	+$5.27M	0.6%	44
2025 Q4	$4.19M	Buy	168,415 +23,152	+16%	+$584K	0.27%	86
2025 Q3	$3.7M	Buy	145,263 +46,043	+46%	+$1.14M	0.25%	94
2025 Q2	$2.41M	Buy	99,220 +89,635	+935%	+$2.09M	0.18%	125
2025 Q1	$243K	Sell	9,585 -218	-2%	-$5.7K	0.02%	346
2024 Q4	$260K	Buy	9,803 +1,319	+16%	+$35.8K	0.03%	308
2024 Q3	$246K	Buy	8,484 +1,140	+16%	+$33.3K	0.03%	223
2024 Q2	$204K	Buy	+7,344	New	+$202K	0.03%	202
2023 Q4	–	Sell	-6,261	Closed	-$208K	–	190
2023 Q3	$208K	Buy	6,261 +2,772	+79%	+$98K	0.05%	155
2023 Q2	$128K	Buy	+3,489	New	+$136K	0.03%	185
2023 Q1	–	Sell	-2,034	Closed	-$104K	–	644
2022 Q4	$104K	Buy	+2,034	New	+$97.5K	0.03%	160

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fiduciary Alliance's PFE Position: Q3 2026 in Review

Fiduciary Alliance reduced its Pfizer (PFE) stake by 55% in Q3 2026, selling an estimated $6.24M and leaving 188,225 shares worth $5.37M. The position accounts for 0.4% of the portfolio, ranked #68.

Fiduciary Alliance first reported a position in PFE in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.2M in Q2 2026. 794 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Fiduciary Alliance held 188,225 shares of Pfizer worth $5.37M as of Q3 2026.
Fiduciary Alliance sold 234,604 Pfizer shares in Q3 2026, an estimated $6.24M.
Pfizer made up 0.4% of Fiduciary Alliance's portfolio in Q3 2026, its #68 holding.
Fiduciary Alliance first reported a position in Pfizer in Q4 2022 and has held it in 13 quarters since.
Fiduciary Alliance's Pfizer position peaked at $10.2M in Q2 2026.
794 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.