Jefferies Financial Group’s Pfizer PFE Stock Holding History

Jefferies 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 Q1	–	Sell	-100	Closed	-$2.49K	–	2101
2025 Q4	$2.49K	Hold	100	–	–	﹤0.01%	1821
2025 Q3	$2.55K	Hold	100	–	–	﹤0.01%	1423
2025 Q2	$2.42K	Sell	100 -14,000	-99%	-$326K	﹤0.01%	1243
2025 Q1	$357K	Sell	14,100 -82,000	-85%	-$2.15M	﹤0.01%	1160
2024 Q4	$2.55M	Hold	96,100	–	–	0.02%	586
2024 Q3	$2.78M	Sell	96,100 -300,000	-76%	-$8.75M	0.02%	483
2024 Q2	$11.1M	Buy	396,100 +235,900	+147%	+$6.49M	0.12%	141
2024 Q1	$4.45M	Sell	160,200 -75,400	-32%	-$2.09M	0.04%	332
2023 Q4	$6.78M	Buy	+235,600	New	+$7.12M	0.04%	320
2023 Q1	–	Sell	-110,000	Closed	-$5.64M	–	1904
2022 Q4	$5.64M	Buy	+110,000	New	+$5.27M	0.04%	373

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Jefferies Financial Group's PFE Position: Q1 2026 in Review

Jefferies Financial Group reduced its Pfizer (PFE) stake by 25% in Q1 2026, selling an estimated $8.17M and leaving 923,320 shares worth $25.9M. The position accounts for 0.18% of the portfolio, ranked #94.

Jefferies Financial Group first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $35.3M in Q4 2024. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Jefferies Financial Group held 923,320 shares of Pfizer worth $25.9M as of Q1 2026.
Jefferies Financial Group sold 306,961 Pfizer shares in Q1 2026, an estimated $8.17M.
Pfizer made up 0.18% of Jefferies Financial Group's portfolio in Q1 2026, its #94 holding.
Jefferies Financial Group first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Pfizer position peaked at $35.3M in Q4 2024.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.