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Merit Financial Group’s Pfizer PFE Stock Holding History

Merit 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 		$28.9K Buy
+1,200
New +$31.4K ﹤0.01% 2321

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Merit Financial Group increased its Pfizer (PFE) stake by 8.2% in Q2 2026, buying an estimated $540K and bringing the position to 272,103 shares worth $6.55M. The position accounts for 0.04% of the portfolio, ranked #358.

Merit Financial Group first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.06M in Q1 2026. 546 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Merit Financial Group held 272,103 shares of Pfizer worth $6.55M as of Q2 2026.
  • Merit Financial Group bought 20,637 Pfizer shares in Q2 2026, an estimated $540K.
  • Pfizer made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #358 holding.
  • Merit Financial Group first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's Pfizer position peaked at $7.06M in Q1 2026.
  • 546 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.