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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 $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

Regal Investment Advisors's PFE Position: Q2 2026 in Review

Regal Investment Advisors reduced its Pfizer (PFE) stake by 2.2% in Q2 2026, selling an estimated $223K and leaving 378,806 shares worth $9.12M. The position accounts for 0.47% of the portfolio, ranked #47.

Regal Investment Advisors first reported a position in PFE in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.9M in Q1 2026. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Regal Investment Advisors held 378,806 shares of Pfizer worth $9.12M as of Q2 2026.
  • Regal Investment Advisors sold 8,511 Pfizer shares in Q2 2026, an estimated $223K.
  • Pfizer made up 0.47% of Regal Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Regal Investment Advisors first reported a position in Pfizer in Q2 2013 and has held it in 50 quarters since.
  • Regal Investment Advisors's Pfizer position peaked at $10.9M in Q1 2026.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.