Plan Group Financial
PFE icon

Plan Group Financial’s Pfizer PFE Stock Holding History

Plan Group 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
2026
Q3 		$4.73M Buy
157,160
+23,894
+18% +$636K 0.93% 32
2026
Q2 		$3.21M Buy
133,266
+19,918
+18% +$521K 0.66% 49
2026
Q1 		$3.18M Buy
113,348
+13,552
+14% +$361K 0.75% 43
2025
Q4 		$2.48M Buy
99,796
+18,081
+22% +$456K 0.64% 44
2025
Q3 		$2.08M Buy
81,715
+16,670
+26% +$411K 0.56% 61
2025
Q2 		$1.58M Buy
65,045
+10,761
+20% +$251K 0.52% 65
2025
Q1 		$1.38M Buy
54,284
+18,495
+52% +$484K 0.49% 56
2024
Q4 		$949K Buy
35,789
+4,472
+14% +$121K 0.5% 49
2024
Q3 		$906K Buy
31,317
+3,289
+12% +$95.9K 0.48% 49
2024
Q2 		$784K Buy
28,028
+12,904
+85% +$355K 0.48% 47
2024
Q1 		$420K Buy
15,124
+5,339
+55% +$148K 0.28% 57
2023
Q4 		$282K Sell
9,785
-1,196
-11% -$36.2K 0.25% 55
2023
Q3 		$364K Sell
10,981
-4,328
-28% -$153K 0.26% 43
2023
Q2 		$549K Buy
+15,309
New +$596K 0.46% 34
2022
Q2 		$386K Buy
+7,364
New +$375K 0.66% 34

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Plan Group Financial's PFE Position: Q3 2026 in Review

Plan Group Financial increased its Pfizer (PFE) stake by 18% in Q3 2026, buying an estimated $636K and bringing the position to 157,160 shares worth $4.73M. The position accounts for 0.93% of the portfolio, ranked #32.

Plan Group Financial first reported a position in PFE in Q2 2022 and has held it in 15 quarters since. 919 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Plan Group Financial held 157,160 shares of Pfizer worth $4.73M as of Q3 2026.
  • Plan Group Financial bought 23,894 Pfizer shares in Q3 2026, an estimated $636K.
  • Pfizer made up 0.93% of Plan Group Financial's portfolio in Q3 2026, its #32 holding.
  • Plan Group Financial first reported a position in Pfizer in Q2 2022 and has held it in 15 quarters since.
  • 919 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.