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Key Financial Inc’s Pfizer PFE Stock Holding History

Key Financial Inc’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 		$1.26M Sell
52,416
-7,942
-13% -$208K 0.21% 93
2026
Q1 		$1.69M Sell
60,358
-670
-1% -$17.8K 0.3% 63
2025
Q4 		$1.52M Sell
61,028
-2,452
-4% -$61.8K 0.28% 65
2025
Q3 		$1.73M Sell
63,480
-941
-1% -$23.2K 0.32% 62
2025
Q2 		$1.56M Sell
64,421
-3,115
-5% -$72.6K 0.31% 60
2025
Q1 		$1.71M Sell
67,536
-1,485
-2% -$38.9K 0.37% 54
2024
Q4 		$1.83M Sell
69,021
-2,997
-4% -$81.3K 0.42% 49
2024
Q3 		$2.08M Sell
72,018
-477
-0.7% -$13.9K 0.46% 46
2024
Q2 		$2.03M Sell
72,495
-711
-1% -$19.6K 0.49% 44
2024
Q1 		$2.03M Buy
73,206
+114
+0.2% +$3.16K 0.52% 40
2023
Q4 		$2.1M Sell
73,092
-3,512
-5% -$106K 0.58% 35
2023
Q3 		$2.54M Sell
76,604
-1,426
-2% -$50.4K 0.86% 26
2023
Q2 		$2.86M Sell
78,030
-469
-0.6% -$18.3K 0.95% 21
2023
Q1 		$3.2M Buy
78,499
+2,369
+3% +$102K 1.17% 18
2022
Q4 		$3.33M Hold
76,130
– – 1.57% 14
2022
Q3 		$3.33M Buy
76,130
+34,759
+84% +$1.69M 1.57% 14
2022
Q2 		$2.16M Buy
41,371
+741
+2% +$37.8K 1.17% 14
2022
Q1 		$2.1M Buy
40,630
+5,589
+16% +$290K 1.05% 18
2021
Q4 		$2.07M Buy
35,041
+80
+0.2% +$3.96K 1.04% 21
2021
Q3 		$1.5M Buy
34,961
+1,800
+5% +$79.7K 0.85% 25
2021
Q2 		$1.42M Sell
33,161
-4,331
-12% -$168K 0.79% 25
2021
Q1 		$1.36M Buy
37,492
+4,915
+15% +$175K 0.9% 22
2020
Q4 		$1.2M Sell
32,577
-6,631
-17% -$243K 0.89% 24
2020
Q3 		$1.36M Buy
39,208
+4,707
+14% +$165K 1.4% 19
2020
Q2 		$1.07M Sell
34,501
-5,930
-15% -$201K 1.22% 22
2020
Q1 		$1.25M Sell
40,431
-1,746
-4% -$59.5K 1.29% 16
2019
Q4 		$1.57M Buy
+42,177
New +$1.5M 1.47% 14

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

Key Financial Inc's PFE Position: Q2 2026 in Review

Key Financial Inc reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $208K and leaving 52,416 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #93.

Key Financial Inc first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.33M in Q4 2022. 1,193 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Key Financial Inc held 52,416 shares of Pfizer worth $1.26M as of Q2 2026.
  • Key Financial Inc sold 7,942 Pfizer shares in Q2 2026, an estimated $208K.
  • Pfizer made up 0.21% of Key Financial Inc's portfolio in Q2 2026, its #93 holding.
  • Key Financial Inc first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Pfizer position peaked at $3.33M in Q4 2022.
  • 1,193 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.