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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 		– Sell
-2,400
Closed -$67.4K – 640
2026
Q1 		$67.4K Buy
2,400
+1,200
+100% +$31.9K ﹤0.01% 688
2025
Q4 		$29.9K Buy
+1,200
New +$30.3K ﹤0.01% 502
2025
Q3 		– Sell
-1,200
Closed -$29.1K – 560
2025
Q2 		$29.1K Hold
1,200
– – ﹤0.01% 530
2025
Q1 		$30.4K Buy
+1,200
New +$31.4K ﹤0.01% 488

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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. 2,162 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.
  • 2,162 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.