JCFM
PFE icon

JBR Co Financial Management’s Pfizer PFE Stock Holding History

JBR Co Financial Management’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 		$208K Buy
+8,647
New +$226K 0.08% 130
2025
Q2 		– Sell
-7,917
Closed -$201K – 119
2025
Q1 		$201K Buy
+7,917
New +$207K 0.12% 111

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JBR Co Financial Management's PFE Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in Pfizer (PFE) in Q2 2026: 8,647 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #130 among its holdings. This is a return to the name: JBR Co Financial Management previously reported a position in PFE as recently as Q1 2025.

JBR Co Financial Management first reported a position in PFE in Q1 2025 and has held it in 2 quarters since. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • JBR Co Financial Management held 8,647 shares of Pfizer worth $208K as of Q2 2026.
  • Pfizer was a new JBR Co Financial Management position in Q2 2026.
  • Pfizer made up 0.08% of JBR Co Financial Management's portfolio in Q2 2026, its #130 holding.
  • JBR Co Financial Management first reported a position in Pfizer in Q1 2025 and has held it in 2 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.