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Greenberg Financial Group’s Pfizer PFE Stock Holding History

Greenberg 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
2025
Q4 		$218K Buy
+8,749
New +$221K 0.09% 97
2025
Q2 		$211K Buy
8,749
+600
+7% +$14K 0.08% 109
2025
Q1 		$229K Buy
+8,149
New +$213K 0.09% 94

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenberg Financial Group's PFE Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Pfizer (PFE) in Q4 2025: 8,749 shares worth $218K. The stake represents 0.09% of the portfolio and ranks #97 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in PFE as recently as Q2 2025.

Greenberg Financial Group first reported a position in PFE in Q1 2025 and has held it in 3 quarters since. The position peaked at $229K in Q1 2025. 2,910 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Greenberg Financial Group held 8,749 shares of Pfizer worth $218K as of Q4 2025.
  • Pfizer was a new Greenberg Financial Group position in Q4 2025.
  • Pfizer made up 0.09% of Greenberg Financial Group's portfolio in Q4 2025, its #97 holding.
  • Greenberg Financial Group first reported a position in Pfizer in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Pfizer position peaked at $229K in Q1 2025.
  • 2,910 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.