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Regal Investment Advisors’s Pfizer PFE Stock Holding History

Regal Investment 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
2019
Q2 		– Sell
-949
Closed -$38K – 361
2019
Q1 		$38K Buy
+949
New +$38K 0.01% 334

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Regal Investment Advisors's PFE Position: Q1 2026 in Review

Regal Investment Advisors increased its Pfizer (PFE) stake by 5.7% in Q1 2026, buying an estimated $553K and bringing the position to 387,317 shares worth $10.9M. The position accounts for 0.63% of the portfolio, ranked #30.

Regal Investment Advisors first reported a position in PFE in Q2 2013 and has held it in 49 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Regal Investment Advisors held 387,317 shares of Pfizer worth $10.9M as of Q1 2026.
  • Regal Investment Advisors bought 20,784 Pfizer shares in Q1 2026, an estimated $553K.
  • Pfizer made up 0.63% of Regal Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Regal Investment Advisors first reported a position in Pfizer in Q2 2013 and has held it in 49 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.