First Pacific Financial’s Pfizer PFE Stock Holding History

First Pacific 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
2026 Q2	$2.49M	Sell	103,274 -428	-0.4%	-$11.2K	0.3%	49
2026 Q1	$2.91M	Buy	103,702 +18,385	+22%	+$489K	0.38%	48
2025 Q4	$2.12M	Sell	85,317 -40,518	-32%	-$1.02M	0.28%	52
2025 Q3	$3.21M	Buy	125,835 +8,364	+7%	+$206K	0.45%	45
2025 Q2	$2.85M	Buy	117,471 +86,372	+278%	+$2.01M	0.42%	40
2025 Q1	$788K	Sell	31,099 -1,748	-5%	-$45.7K	0.16%	75
2024 Q4	$871K	Sell	32,847 -105	-0.3%	-$2.85K	0.2%	80
2024 Q3	$954K	Buy	32,952 +1,805	+6%	+$52.7K	0.22%	69
2024 Q2	$871K	Buy	31,147 +6,850	+28%	+$189K	0.22%	66
2024 Q1	$674K	Buy	24,297 +3,581	+17%	+$99.4K	0.19%	83
2023 Q4	$596K	Buy	20,716 +1,418	+7%	+$42.9K	0.18%	85
2023 Q3	$640K	Sell	19,298 -613	-3%	-$21.7K	0.29%	71
2023 Q2	$730K	Buy	19,911 +69	+0.3%	+$2.69K	0.31%	71
2023 Q1	$810K	Sell	19,842 -253	-1%	-$10.9K	0.37%	56
2022 Q4	$1.03M	Sell	20,095 -5,662	-22%	-$271K	0.51%	32
2022 Q3	$1.13M	Buy	25,757 +6,990	+37%	+$340K	0.65%	21
2022 Q2	$984K	Buy	18,767 +625	+3%	+$31.9K	0.46%	30
2022 Q1	$939K	Sell	18,142 -104	-0.6%	-$5.4K	0.48%	32
2021 Q4	$1.08M	Sell	18,246 -219	-1%	-$10.9K	0.52%	28
2021 Q3	$794K	Buy	18,465 +580	+3%	+$25.7K	0.42%	48
2021 Q2	$700K	Buy	17,885 +2,599	+17%	+$101K	0.39%	59
2021 Q1	$554K	Buy	15,286 +3,418	+29%	+$121K	0.35%	61
2020 Q4	$437K	Buy	+11,868	New	+$435K	0.27%	68

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

First Pacific Financial's PFE Position: Q2 2026 in Review

First Pacific Financial reduced its Pfizer (PFE) stake by 0.41% in Q2 2026, selling an estimated $11.2K and leaving 103,274 shares worth $2.49M. The position accounts for 0.3% of the portfolio, ranked #49.

First Pacific Financial first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.21M in Q3 2025. 1,090 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

First Pacific Financial held 103,274 shares of Pfizer worth $2.49M as of Q2 2026.
First Pacific Financial sold 428 Pfizer shares in Q2 2026, an estimated $11.2K.
Pfizer made up 0.3% of First Pacific Financial's portfolio in Q2 2026, its #49 holding.
First Pacific Financial first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
First Pacific Financial's Pfizer position peaked at $3.21M in Q3 2025.
1,090 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.