Richardson Financial Services
PFE icon

Richardson Financial Services’s Pfizer PFE Stock Holding History

Richardson Financial Services’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 		$31.7K Sell
1,111
-1,147
-51% -$30.5K 0.02% 386
2026
Q2 		$54.4K Sell
2,258
-10,176
-82% -$266K 0.03% 306
2026
Q1 		$349K Buy
12,434
+1,105
+10% +$29.4K 0.22% 114
2025
Q4 		$282K Buy
11,329
+6,377
+129% +$161K 0.09% 133
2025
Q3 		$126K Buy
4,952
+190
+4% +$4.69K 0.08% 189
2025
Q2 		$119K Buy
4,762
+605
+15% +$14.1K 0.08% 190
2025
Q1 		$105K Buy
4,157
+290
+7% +$7.59K 0.08% 183
2024
Q4 		$102K Sell
3,867
-8,253
-68% -$224K 0.07% 188
2024
Q3 		$339K Hold
12,120
– – 0.22% 113
2024
Q2 		$339K Sell
12,120
-560
-4% -$15.4K 0.24% 107
2024
Q1 		$352K Sell
12,680
-15,847
-56% -$440K 0.25% 102
2023
Q4 		$821K Buy
+28,527
New +$862K 0.72% 39

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Richardson Financial Services's PFE Position: Q3 2026 in Review

Richardson Financial Services reduced its Pfizer (PFE) stake by 51% in Q3 2026, selling an estimated $30.5K and leaving 1,111 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #386.

Richardson Financial Services first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $821K in Q4 2023. 1,861 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Richardson Financial Services held 1,111 shares of Pfizer worth $31.7K as of Q3 2026.
  • Richardson Financial Services sold 1,147 Pfizer shares in Q3 2026, an estimated $30.5K.
  • Pfizer made up 0.02% of Richardson Financial Services's portfolio in Q3 2026, its #386 holding.
  • Richardson Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Pfizer position peaked at $821K in Q4 2023.
  • 1,861 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.