Mainsail Financial Group’s Pfizer PFE Stock Holding History

Mainsail 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 Q2	$343K	Buy	14,238 +147	+1%	+$3.85K	0.12%	63
2026 Q1	$396K	Hold	14,091	–	–	0.16%	54
2025 Q4	$351K	Buy	14,091 +5,055	+56%	+$127K	0.15%	54
2025 Q3	$230K	Sell	9,036 -4,293	-32%	-$106K	0.1%	60
2025 Q2	$328K	Buy	+13,329	New	+$311K	0.15%	53

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

Mainsail Financial Group's PFE Position: Q2 2026 in Review

Mainsail Financial Group increased its Pfizer (PFE) stake by 1% in Q2 2026, buying an estimated $3.85K and bringing the position to 14,238 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #63.

Mainsail Financial Group first reported a position in PFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $396K in Q1 2026. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Mainsail Financial Group held 14,238 shares of Pfizer worth $343K as of Q2 2026.
Mainsail Financial Group bought 147 Pfizer shares in Q2 2026, an estimated $3.85K.
Pfizer made up 0.12% of Mainsail Financial Group's portfolio in Q2 2026, its #63 holding.
Mainsail Financial Group first reported a position in Pfizer in Q2 2025 and has held it in 5 quarters since.
Mainsail Financial Group's Pfizer position peaked at $396K in Q1 2026.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.