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BFC Planning, Inc.’s Pfizer PFE Stock Holding History

BFC Planning, Inc.’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 		$3.06M Buy
127,112
+2,467
+2% +$64.5K 0.12% 172
2026
Q1 		$3.5M Buy
124,645
+1,766
+1% +$47K 0.16% 134
2025
Q4 		$3.06M Buy
122,879
+69,065
+128% +$1.74M 0.14% 150
2025
Q3 		$1.37M Sell
53,814
-1,113
-2% -$27.5K 0.1% 185
2025
Q2 		$1.33M Sell
54,927
-4,404
-7% -$103K 0.1% 180
2025
Q1 		$1.5M Buy
59,331
+26
+0% +$680 0.13% 154
2024
Q4 		$1.57M Buy
+59,305
New +$1.61M 0.13% 142

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFC Planning, Inc.'s PFE Position: Q2 2026 in Review

BFC Planning, Inc. increased its Pfizer (PFE) stake by 2% in Q2 2026, buying an estimated $64.5K and bringing the position to 127,112 shares worth $3.06M. The position accounts for 0.12% of the portfolio, ranked #172.

BFC Planning, Inc. first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q1 2026. 2,854 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • BFC Planning, Inc. held 127,112 shares of Pfizer worth $3.06M as of Q2 2026.
  • BFC Planning, Inc. bought 2,467 Pfizer shares in Q2 2026, an estimated $64.5K.
  • Pfizer made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #172 holding.
  • BFC Planning, Inc. first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Pfizer position peaked at $3.5M in Q1 2026.
  • 2,854 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.