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Financial Solutions Advisory Group’s Pfizer PFE Stock Holding History

Financial Solutions Advisory 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 		$507K Sell
20,889
-6,542
-24% -$171K 0.06% 109
2026
Q1 		$770K Buy
+27,431
New +$730K 0.11% 78

Other funds holding PFE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Financial Solutions Advisory Group's PFE Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Pfizer (PFE) stake by 24% in Q2 2026, selling an estimated $171K and leaving 20,889 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #109.

Financial Solutions Advisory Group first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $770K in Q1 2026. 799 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Financial Solutions Advisory Group held 20,889 shares of Pfizer worth $507K as of Q2 2026.
  • Financial Solutions Advisory Group sold 6,542 Pfizer shares in Q2 2026, an estimated $171K.
  • Pfizer made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #109 holding.
  • Financial Solutions Advisory Group first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Pfizer position peaked at $770K in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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