Polaris Financial Partners’s Pfizer PFE Stock Holding History

Polaris Financial Partners’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	$43K	Buy	+1,481	New	+$39.4K	0.02%	196

Other funds holding PFE

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Polaris Financial Partners's PFE Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Pfizer (PFE) in Q3 2026: 1,481 shares worth $43K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings.

21 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Polaris Financial Partners held 1,481 shares of Pfizer worth $43K as of Q3 2026.
Pfizer was a new Polaris Financial Partners position in Q3 2026.
Pfizer made up 0.02% of Polaris Financial Partners's portfolio in Q3 2026, its #196 holding.
21 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.