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PFG Advisors’s Pfizer PFE Stock Holding History

PFG Advisors’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
2021
Q2 		– Sell
-10,000
Closed -$1K – 490
2021
Q1 		$1K Hold
10,000
– – ﹤0.01% 458
2020
Q4 		$4K Buy
+10,000
New +$367K ﹤0.01% 371

Other funds holding PFE

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

PFG Advisors's PFE Position: Q2 2026 in Review

PFG Advisors reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $63K and leaving 15,983 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #597.

PFG Advisors first reported a position in PFE in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.68M in Q4 2021. 1,091 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • PFG Advisors held 15,983 shares of Pfizer worth $385K as of Q2 2026.
  • PFG Advisors sold 2,407 Pfizer shares in Q2 2026, an estimated $63K.
  • Pfizer made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #597 holding.
  • PFG Advisors first reported a position in Pfizer in Q1 2018 and has held it in 34 quarters since.
  • PFG Advisors's Pfizer position peaked at $2.68M in Q4 2021.
  • 1,091 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.