Optimist Retirement Group
PFE icon

Optimist Retirement Group’s Pfizer PFE Stock Holding History

Optimist Retirement 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
Q3 		$2.74M Buy
96,047
+2,518
+3% +$67K 1.11% 22
2026
Q2 		$2.25M Buy
93,529
+311
+0.3% +$8.14K 0.87% 35
2026
Q1 		$2.62M Buy
93,218
+56,204
+152% +$1.5M 1.15% 21
2025
Q4 		$922K Sell
37,014
-50,690
-58% -$1.28M 0.42% 40
2025
Q3 		$2.23M Buy
87,704
+2,832
+3% +$69.9K 1.01% 33
2025
Q2 		$2.06M Buy
84,872
+935
+1% +$21.8K 0.99% 35
2025
Q1 		$2.13M Buy
83,937
+55,823
+199% +$1.46M 1.06% 33
2024
Q4 		$746K Sell
28,114
-46,223
-62% -$1.25M 0.35% 45
2024
Q3 		$2.15M Buy
74,337
+492
+0.7% +$14.4K 0.97% 35
2024
Q2 		$2.07M Buy
73,845
+8,195
+12% +$226K 1.09% 26
2024
Q1 		$1.82M Buy
65,650
+55,630
+555% +$1.54M 0.94% 30
2023
Q4 		$288K Buy
+10,020
New +$303K 0.19% 57

Other funds holding PFE

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Optimist Retirement Group's PFE Position: Q3 2026 in Review

Optimist Retirement Group increased its Pfizer (PFE) stake by 2.7% in Q3 2026, buying an estimated $67K and bringing the position to 96,047 shares worth $2.74M. The position accounts for 1.11% of the portfolio, ranked #22.

Optimist Retirement Group first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. 1,662 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Optimist Retirement Group held 96,047 shares of Pfizer worth $2.74M as of Q3 2026.
  • Optimist Retirement Group bought 2,518 Pfizer shares in Q3 2026, an estimated $67K.
  • Pfizer made up 1.11% of Optimist Retirement Group's portfolio in Q3 2026, its #22 holding.
  • Optimist Retirement Group first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.