Phoenix Financial’s Pfizer PFE Stock Holding History

Phoenix Financial’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
2024 Q1	–	Sell	-39,200	Closed	-$1.13K	–	462
2023 Q4	$1.13K	Hold	39,200	–	–	﹤0.01%	342
2023 Q3	$1.3M	Buy	+39,200	New	+$1.39M	0.02%	215

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Phoenix Financial's PFE Position: Q2 2026 in Review

Phoenix Financial increased its Pfizer (PFE) stake by 57% in Q2 2026, buying an estimated $2.4M and bringing the position to 253,976 shares worth $6.11M. The position accounts for 0.04% of the portfolio, ranked #125.

Phoenix Financial first reported a position in PFE in Q1 2020 and has held it in 18 quarters since. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Phoenix Financial held 253,976 shares of Pfizer worth $6.11M as of Q2 2026.
Phoenix Financial bought 91,739 Pfizer shares in Q2 2026, an estimated $2.4M.
Pfizer made up 0.04% of Phoenix Financial's portfolio in Q2 2026, its #125 holding.
Phoenix Financial first reported a position in Pfizer in Q1 2020 and has held it in 18 quarters since.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.