PFA
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Portland Financial Advisors’s Pfizer PFE Stock Holding History

Portland Financial 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
2026
Q2 		$222K Hold
9,232
– – 0.41% 78
2026
Q1 		$259K Buy
9,232
+300
+3% +$7.99K 0.54% 62
2025
Q4 		$222K Hold
8,932
– – 0.47% 66
2025
Q3 		$228K Buy
+8,932
New +$220K 0.49% 64

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Portland Financial Advisors's PFE Position: Q2 2026 in Review

Portland Financial Advisors held its Pfizer (PFE) position steady in Q2 2026 at 9,232 shares worth $222K. The position accounts for 0.41% of the portfolio, ranked #78.

Portland Financial Advisors first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $259K in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Portland Financial Advisors held 9,232 shares of Pfizer worth $222K as of Q2 2026.
  • Portland Financial Advisors left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.41% of Portland Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Portland Financial Advisors first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • Portland Financial Advisors's Pfizer position peaked at $259K in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.