Keystone Financial Group (Georgia)’s Pfizer PFE Stock Holding History

Keystone Financial Group (Georgia)’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	$7.65K	Buy	318 +5	+2%	+$131	﹤0.01%	112
2026 Q1	$8.78K	Buy	313 +5	+2%	+$133	﹤0.01%	114
2025 Q4	$7.66K	Buy	308 +5	+2%	+$126	﹤0.01%	118
2025 Q3	$7.71K	Buy	303 +5	+2%	+$123	﹤0.01%	112
2025 Q2	$7.28K	Sell	298 -3,653	-92%	-$85.2K	﹤0.01%	125
2025 Q1	$90.4K	Sell	3,951 -330	-8%	-$8.63K	0.06%	73
2024 Q4	$114K	Buy	+4,281	New	+$116K	0.09%	74

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Keystone Financial Group (Georgia)'s PFE Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Pfizer (PFE) stake by 1.6% in Q2 2026, buying an estimated $131 and bringing the position to 318 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

Keystone Financial Group (Georgia) first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $114K in Q4 2024. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Keystone Financial Group (Georgia) held 318 shares of Pfizer worth $7.65K as of Q2 2026.
Keystone Financial Group (Georgia) bought 5 Pfizer shares in Q2 2026, an estimated $131.
Pfizer made up ﹤0.01% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #112 holding.
Keystone Financial Group (Georgia) first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s Pfizer position peaked at $114K in Q4 2024.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.