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Resurgent Financial Advisors’s Pfizer PFE Stock Holding History

Resurgent 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
Q1 		$1.43M Buy
50,987
+13,272
+35% +$353K 0.52% 46
2025
Q4 		$939K Buy
37,715
+3,513
+10% +$88.6K 0.47% 55
2025
Q3 		$871K Buy
34,202
+6,334
+23% +$156K 0.43% 61
2025
Q2 		$676K Sell
27,868
-302
-1% -$7.04K 0.37% 73
2025
Q1 		$714K Buy
28,170
+3,031
+12% +$79.3K 0.43% 65
2024
Q4 		$667K Sell
25,139
-692
-3% -$18.8K 0.39% 68
2024
Q3 		$748K Sell
25,831
-603
-2% -$17.6K 0.44% 68
2024
Q2 		$740K Sell
26,434
-9,836
-27% -$271K 0.46% 63
2024
Q1 		$1.01M Buy
36,270
+5,173
+17% +$144K 0.54% 54
2023
Q4 		$895K Sell
31,097
-1,331
-4% -$40.2K 0.55% 41
2023
Q3 		$1.08M Buy
32,428
+770
+2% +$27.2K 0.73% 27
2023
Q2 		$1.16M Sell
31,658
-279
-0.9% -$10.9K 0.77% 31
2023
Q1 		$1.3M Buy
31,937
+520
+2% +$22.5K 0.87% 26
2022
Q4 		$1.61M Sell
31,417
-17,939
-36% -$860K 0.85% 23
2022
Q3 		$2.16M Buy
49,356
+1,664
+3% +$80.9K 1.44% 14
2022
Q2 		$2.5M Buy
47,692
+12,467
+35% +$635K 1.6% 9
2022
Q1 		$1.82M Buy
35,225
+11,715
+50% +$608K 1.13% 17
2021
Q4 		$1.39M Buy
+23,510
New +$1.16M 1.11% 21

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

Resurgent Financial Advisors's PFE Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Pfizer (PFE) stake by 35% in Q1 2026, buying an estimated $353K and bringing the position to 50,987 shares worth $1.43M. The position accounts for 0.52% of the portfolio, ranked #46.

Resurgent Financial Advisors first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.5M in Q2 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Resurgent Financial Advisors held 50,987 shares of Pfizer worth $1.43M as of Q1 2026.
  • Resurgent Financial Advisors bought 13,272 Pfizer shares in Q1 2026, an estimated $353K.
  • Pfizer made up 0.52% of Resurgent Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Resurgent Financial Advisors first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Pfizer position peaked at $2.5M in Q2 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.