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JNBA Financial Advisors’s Pfizer PFE Stock Holding History

JNBA Financial Advisors’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 		$227K Sell
8,092
-551
-6% -$14.7K 0.02% 180
2025
Q4 		$215K Buy
8,643
+608
+8% +$15.3K 0.02% 182
2025
Q3 		$205K Hold
8,035
– – 0.02% 179
2025
Q2 		$195K Buy
8,035
+120
+2% +$2.8K 0.02% 181
2025
Q1 		$201K Hold
7,915
– – 0.02% 176
2024
Q4 		$210K Sell
7,915
-127
-2% -$3.44K 0.02% 174
2024
Q3 		$233K Sell
8,042
-3,440
-30% -$100K 0.02% 174
2024
Q2 		$321K Sell
11,482
-1,538
-12% -$42.3K 0.03% 154
2024
Q1 		$361K Sell
13,020
-265
-2% -$7.35K 0.04% 154
2023
Q4 		$382K Sell
13,285
-76
-0.6% -$2.3K 0.04% 152
2023
Q3 		$443K Sell
13,361
-160
-1% -$5.66K 0.06% 132
2023
Q2 		$496K Buy
13,521
+443
+3% +$17.2K 0.06% 128
2023
Q1 		$534K Buy
13,078
+15
+0.1% +$648 0.07% 126
2022
Q4 		$669K Sell
13,063
-3,284
-20% -$157K 0.09% 117
2022
Q3 		$715K Buy
16,347
+1,072
+7% +$52.1K 0.11% 107
2022
Q2 		$801K Sell
15,275
-190
-1% -$9.68K 0.12% 97
2022
Q1 		$801K Sell
15,465
-1,526
-9% -$79.2K 0.11% 102
2021
Q4 		$1M Buy
16,991
+304
+2% +$15.1K 0.12% 93
2021
Q3 		$718K Hold
16,687
– – 0.1% 106
2021
Q2 		$653K Buy
16,687
+1,226
+8% +$47.7K 0.09% 107
2021
Q1 		$560K Buy
15,461
+57
+0.4% +$2.02K 0.08% 109
2020
Q4 		$567K Sell
15,404
-391
-2% -$14.3K 0.09% 103
2020
Q3 		$550K Sell
15,795
-86
-0.5% -$3.02K 0.11% 93
2020
Q2 		$493K Sell
15,881
-139
-0.9% -$4.72K 0.11% 95
2020
Q1 		$496K Buy
16,020
+199
+1% +$6.78K 0.12% 90
2019
Q4 		$588K Buy
15,821
+777
+5% +$27.7K 0.11% 92
2019
Q3 		$513K Sell
15,044
-342
-2% -$12.4K 0.1% 94
2019
Q2 		$632K Buy
15,386
+552
+4% +$21.9K 0.13% 88
2019
Q1 		$598K Buy
14,834
+5,629
+61% +$225K 0.13% 85
2018
Q4 		$381K Sell
9,205
-112,487
-92% -$4.67M 0.09% 98
2018
Q3 		$5.09M Buy
121,692
+112,487
+1,222% +$4.33M 2.28% 4
2018
Q2 		$317K Buy
9,205
+2,357
+34% +$80.5K 0.07% 106
2018
Q1 		$231K Hold
6,848
– – 0.05% 116
2017
Q4 		$235K Hold
6,848
– – 0.05% 117
2017
Q3 		$232K Hold
6,848
– – 0.05% 108
2017
Q2 		$218K Sell
6,848
-271
-4% -$8.55K 0.05% 110
2017
Q1 		$231K Sell
7,119
-105
-1% -$3.31K 0.05% 108
2016
Q4 		$223K Sell
7,224
-20,181
-74% -$616K 0.05% 110
2016
Q3 		$881K Buy
27,405
+20,272
+284% +$678K 0.13% 56
2016
Q2 		$238K Sell
7,133
-132
-2% -$4.21K 0.07% 102
2016
Q1 		$204K Sell
7,265
-79
-1% -$2.26K 0.07% 98
2015
Q4 		$225K Hold
7,344
– – 0.09% 95
2015
Q3 		$219K Hold
7,344
– – 0.09% 88
2015
Q2 		$234K Hold
7,344
– – 0.09% 91
2015
Q1 		$242K Sell
7,344
-1,183
-14% -$37.6K 0.09% 88
2014
Q4 		$252K Hold
8,527
– – 0.1% 85
2014
Q3 		$239K Buy
8,527
+1,486
+21% +$41.7K 0.11% 84
2014
Q2 		$198K Buy
7,041
+738
+12% +$21K 0.1% 89
2014
Q1 		$192K Buy
6,303
+410
+7% +$12.2K 0.1% 84
2013
Q4 		$171K Buy
5,893
+111
+2% +$3.23K 0.09% 91
2013
Q3 		$158K Buy
5,782
+485
+9% +$13.2K 0.1% 91
2013
Q2 		$141K Buy
+5,297
New +$146K 0.1% 95

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JNBA Financial Advisors's PFE Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Pfizer (PFE) stake by 6.4% in Q1 2026, selling an estimated $14.7K and leaving 8,092 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #180.

JNBA Financial Advisors first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.09M in Q3 2018. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • JNBA Financial Advisors held 8,092 shares of Pfizer worth $227K as of Q1 2026.
  • JNBA Financial Advisors sold 551 Pfizer shares in Q1 2026, an estimated $14.7K.
  • Pfizer made up 0.02% of JNBA Financial Advisors's portfolio in Q1 2026, its #180 holding.
  • JNBA Financial Advisors first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's Pfizer position peaked at $5.09M in Q3 2018.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.