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	-462,300	Closed	-$11.5M	–	2102
2025 Q4	$11.5M	Buy	462,300 +255,000	+123%	+$6.43M	0.06%	288
2025 Q3	$5.28M	Buy	207,300 +150,000	+262%	+$3.7M	0.02%	358
2025 Q2	$1.39M	Hold	57,300	–	–	0.01%	627
2025 Q1	$1.45M	Buy	+57,300	New	+$1.5M	0.01%	669
2024 Q2	–	Sell	-75,100	Closed	-$2.08M	–	1773
2024 Q1	$2.08M	Sell	75,100 -51,100	-40%	-$1.42M	0.02%	582
2023 Q4	$3.63M	Buy	+126,200	New	+$3.81M	0.02%	494
2023 Q1	–	Sell	-60,000	Closed	-$3.07M	–	1905
2022 Q4	$3.07M	Buy	+60,000	New	+$2.88M	0.02%	510

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.