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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
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

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

Richardson Financial Services's PFE Position: Q1 2026 in Review

Richardson Financial Services increased its Pfizer (PFE) stake by 9.8% in Q1 2026, buying an estimated $29.4K and bringing the position to 12,434 shares worth $349K. The position accounts for 0.22% of the portfolio, ranked #114.

Richardson Financial Services first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $821K in Q4 2023. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Richardson Financial Services held 12,434 shares of Pfizer worth $349K as of Q1 2026.
  • Richardson Financial Services bought 1,105 Pfizer shares in Q1 2026, an estimated $29.4K.
  • Pfizer made up 0.22% of Richardson Financial Services's portfolio in Q1 2026, its #114 holding.
  • Richardson Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Pfizer position peaked at $821K in Q4 2023.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.