IFG
PFE icon

Independent Financial Group’s Pfizer PFE Stock Holding History

Independent 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 		$2.94M Sell
122,166
-3,417
-3% -$89.4K 0.06% 353
2026
Q1 		$3.53M Buy
125,583
+1,170
+0.9% +$31.1K 0.08% 250
2025
Q4 		$3.1M Sell
124,413
-7,757
-6% -$196K 0.07% 276
2025
Q3 		$3.37M Sell
132,170
-4,345
-3% -$107K 0.08% 233
2025
Q2 		$3.31M Sell
136,515
-5,510
-4% -$128K 0.09% 215
2025
Q1 		$3.6M Sell
142,025
-17,884
-11% -$468K 0.12% 168
2024
Q4 		$4.24M Sell
159,909
-5,734
-3% -$156K 0.14% 133
2024
Q3 		$4.79M Sell
165,643
-12,630
-7% -$368K 0.18% 109
2024
Q2 		$4.99M Buy
178,273
+83,545
+88% +$2.3M 0.2% 98
2024
Q1 		$2.63M Buy
94,728
+9,097
+11% +$252K 0.12% 169
2023
Q4 		$2.47M Buy
85,631
+4,308
+5% +$130K 0.13% 172
2023
Q3 		$2.7M Buy
81,323
+6,933
+9% +$245K 0.18% 123
2023
Q2 		$2.73M Sell
74,390
-8,515
-10% -$331K 0.19% 112
2023
Q1 		$3.38M Buy
82,905
+16,352
+25% +$706K 0.27% 80
2022
Q4 		$3.41M Buy
66,553
+1,128
+2% +$54.1K 0.29% 67
2022
Q3 		$2.86M Sell
65,425
-3,588
-5% -$174K 0.26% 72
2022
Q2 		$3.62M Sell
69,013
-15,126
-18% -$771K 0.39% 47
2022
Q1 		$4.36M Sell
84,139
-4,808
-5% -$249K 0.35% 47
2021
Q4 		$5.25M Buy
88,947
+12,488
+16% +$619K 0.43% 33
2021
Q3 		$3.29M Buy
76,459
+8,005
+12% +$355K 0.34% 61
2021
Q2 		$2.68M Sell
68,454
-3,726
-5% -$145K 0.28% 81
2021
Q1 		$2.62M Buy
72,180
+1,484
+2% +$52.7K 0.34% 66
2020
Q4 		$2.6M Buy
70,696
+10,642
+18% +$390K 0.38% 53
2020
Q3 		$2.09M Buy
60,054
+10,281
+21% +$360K 0.39% 51
2020
Q2 		$1.54M Buy
49,773
+4,349
+10% +$148K 0.34% 66
2020
Q1 		$1.41M Buy
+45,424
New +$1.55M 0.41% 56

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 $3.37T AUM 44.26% 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

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

Independent Financial Group reduced its Pfizer (PFE) stake by 2.7% in Q2 2026, selling an estimated $89.4K and leaving 122,166 shares worth $2.94M. The position accounts for 0.06% of the portfolio, ranked #353.

Independent Financial Group first reported a position in PFE in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.25M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Independent Financial Group held 122,166 shares of Pfizer worth $2.94M as of Q2 2026.
  • Independent Financial Group sold 3,417 Pfizer shares in Q2 2026, an estimated $89.4K.
  • Pfizer made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #353 holding.
  • Independent Financial Group first reported a position in Pfizer in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Pfizer position peaked at $5.25M in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.