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RFG - Bristol Wealth Advisors’s Pfizer PFE Stock Holding History

RFG - Bristol Wealth 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
Q3 		$552K Buy
19,340
+7
+0% +$186 0.13% 100
2026
Q2 		$466K Sell
19,333
-45
-0.2% -$1.18K 0.11% 115
2026
Q1 		$544K Sell
19,378
-116
-0.6% -$3.09K 0.15% 102
2025
Q4 		$485K Buy
19,494
+124
+0.6% +$3.13K 0.14% 109
2025
Q3 		$494K Buy
19,370
+5
+0% +$123 0.14% 111
2025
Q2 		$469K Sell
19,365
-1,608
-8% -$37.5K 0.15% 113
2025
Q1 		$531K Buy
20,973
+169
+0.8% +$4.42K 0.18% 99
2024
Q4 		$552K Buy
+20,804
New +$564K 0.18% 96

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

RFG - Bristol Wealth Advisors's PFE Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its Pfizer (PFE) stake by 0.04% in Q3 2026, buying an estimated $186 and bringing the position to 19,340 shares worth $552K. The position accounts for 0.13% of the portfolio, ranked #100.

RFG - Bristol Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 8 quarters since. The position peaked at $552K in Q4 2024. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 19,340 shares of Pfizer worth $552K as of Q3 2026.
  • RFG - Bristol Wealth Advisors bought 7 Pfizer shares in Q3 2026, an estimated $186.
  • Pfizer made up 0.13% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #100 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 8 quarters since.
  • RFG - Bristol Wealth Advisors's Pfizer position peaked at $552K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.