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 Q2	–	Sell	-84,682	Closed	-$2.38M	–	116
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genesis Financial Group's PFE Position: Q2 2026 in Review

Genesis Financial Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 84,682 shares — an estimated $2.38M sold.

Genesis Financial Group first reported a position in PFE in Q4 2025 and held it in 2 quarters. The position peaked at $2.38M in Q1 2026. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Genesis Financial Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Genesis Financial Group sold 84,682 Pfizer shares in Q2 2026, an estimated $2.38M.
Genesis Financial Group first reported a position in Pfizer in Q4 2025 and held it in 2 quarters.
Genesis Financial Group's Pfizer position peaked at $2.38M in Q1 2026.
2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.