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Patriot Financial Group Insurance Agency’s Pfizer PFE Stock Holding History

Patriot Financial Group Insurance Agency’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 		$368K Sell
15,207
-88,253
-85% -$2.31M 0.04% 363
2026
Q1 		$2.91M Buy
103,460
+77,831
+304% +$2.07M 0.16% 157
2025
Q4 		$638K Sell
25,629
-12,532
-33% -$316K 0.08% 262
2025
Q3 		$972K Sell
38,161
-4,459
-10% -$110K 0.12% 200
2025
Q2 		$1.03M Buy
42,620
+3,346
+9% +$78K 0.12% 202
2025
Q1 		$995K Buy
39,274
+568
+1% +$14.9K 0.13% 192
2024
Q4 		$1.03M Buy
38,706
+391
+1% +$10.6K 0.14% 175
2024
Q3 		$1.11M Sell
38,315
-885
-2% -$25.8K 0.15% 164
2024
Q2 		$1.1M Buy
39,200
+596
+2% +$16.4K 0.16% 145
2024
Q1 		$1.07M Buy
38,604
+1,696
+5% +$47.1K 0.17% 136
2023
Q4 		$1.06M Buy
36,908
+10,573
+40% +$320K 0.2% 125
2023
Q3 		$874K Buy
26,335
+3,686
+16% +$130K 0.18% 150
2023
Q2 		$831K Buy
22,649
+2,066
+10% +$80.4K 0.16% 160
2023
Q1 		$840K Buy
20,583
+1,005
+5% +$43.4K 0.17% 142
2022
Q4 		$1M Buy
19,578
+2,048
+12% +$98.2K 0.13% 107
2022
Q3 		$767K Sell
17,530
-1,412
-7% -$68.6K 0.19% 135
2022
Q2 		$993K Buy
18,942
+547
+3% +$27.9K 0.2% 107
2022
Q1 		$952K Sell
18,395
-9,364
-34% -$486K 0.17% 129
2021
Q4 		$1.64M Sell
27,759
-10,413
-27% -$516K 0.27% 78
2021
Q3 		$1.64M Buy
38,172
+3,153
+9% +$140K 0.29% 71
2021
Q2 		$1.37M Buy
35,019
+4,230
+14% +$164K 0.25% 92
2021
Q1 		$1.12M Sell
30,789
-1,206
-4% -$42.8K 0.26% 92
2020
Q4 		$1.18M Buy
31,995
+14,958
+88% +$549K 0.3% 72
2020
Q3 		$593K Buy
17,037
+485
+3% +$17K 0.19% 111
2020
Q2 		$514K Buy
16,552
+2,892
+21% +$98.3K 0.2% 116
2020
Q1 		$423K Buy
13,660
+1,589
+13% +$54.1K 0.19% 108
2019
Q4 		$449K Sell
12,071
-1,442
-11% -$51.4K 0.17% 123
2019
Q3 		$461K Sell
13,513
-2,094
-13% -$76.1K 0.21% 98
2019
Q2 		$655K Buy
15,607
+523
+3% +$20.8K 0.28% 59
2019
Q1 		$608K Buy
15,084
+5,566
+58% +$223K 0.31% 55
2018
Q4 		$394K Buy
9,518
+3,475
+58% +$144K 0.26% 63
2018
Q3 		$253K Buy
6,043
+4,099
+211% +$158K 0.15% 98
2018
Q2 		$67K Sell
1,944
-8,597
-82% -$294K 0.07% 158
2018
Q1 		$351K Sell
10,541
-77
-0.7% -$2.65K 0.26% 83
2017
Q4 		$366K Sell
10,618
-2,117
-17% -$72.2K 0.27% 79
2017
Q3 		$437K Sell
12,735
-121
-0.9% -$3.89K 0.39% 55
2017
Q2 		$407K Sell
12,856
-31
-0.2% -$978 0.42% 49
2017
Q1 		$418K Buy
12,887
+780
+6% +$24.6K 0.44% 42
2016
Q4 		$365K Buy
+12,107
New +$370K 0.5% 37

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PFE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Pfizer (PFE) stake by 85% in Q2 2026, selling an estimated $2.31M and leaving 15,207 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #363.

Patriot Financial Group Insurance Agency first reported a position in PFE in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.91M in Q1 2026. 1,616 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 15,207 shares of Pfizer worth $368K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 88,253 Pfizer shares in Q2 2026, an estimated $2.31M.
  • Pfizer made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #363 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Pfizer in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Pfizer position peaked at $2.91M in Q1 2026.
  • 1,616 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.