GBFG
PFE icon

Gerald Baker Financial Group’s Pfizer PFE Stock Holding History

Gerald Baker 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
Q3 		$811K Buy
28,444
+1,983
+7% +$52.7K 0.23% 70
2026
Q2 		$637K Buy
26,461
+1,261
+5% +$33K 0.18% 81
2026
Q1 		$708K Buy
+25,200
New +$671K 0.22% 74

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Gerald Baker Financial Group's PFE Position: Q3 2026 in Review

Gerald Baker Financial Group increased its Pfizer (PFE) stake by 7.5% in Q3 2026, buying an estimated $52.7K and bringing the position to 28,444 shares worth $811K. The position accounts for 0.23% of the portfolio, ranked #70.

Gerald Baker Financial Group first reported a position in PFE in Q1 2026 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Gerald Baker Financial Group held 28,444 shares of Pfizer worth $811K as of Q3 2026.
  • Gerald Baker Financial Group bought 1,983 Pfizer shares in Q3 2026, an estimated $52.7K.
  • Pfizer made up 0.23% of Gerald Baker Financial Group's portfolio in Q3 2026, its #70 holding.
  • Gerald Baker Financial Group first reported a position in Pfizer in Q1 2026 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.