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Genesis Financial Group’s Pfizer PFE Stock Holding History

Genesis 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 		$2.38M Buy
84,682
+46,082
+119% +$1.23M 1.5% 18
2025
Q4 		$961K Buy
+38,600
New +$973K 0.56% 44

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 $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Genesis Financial Group increased its Pfizer (PFE) stake by 119% in Q1 2026, buying an estimated $1.23M and bringing the position to 84,682 shares worth $2.38M. The position accounts for 1.5% of the portfolio, ranked #18.

Genesis Financial Group first reported a position in PFE in Q4 2025 and has held it in 2 quarters since. 2,941 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Genesis Financial Group held 84,682 shares of Pfizer worth $2.38M as of Q1 2026.
  • Genesis Financial Group bought 46,082 Pfizer shares in Q1 2026, an estimated $1.23M.
  • Pfizer made up 1.5% of Genesis Financial Group's portfolio in Q1 2026, its #18 holding.
  • Genesis Financial Group first reported a position in Pfizer in Q4 2025 and has held it in 2 quarters since.
  • 2,941 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.