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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
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

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

Richardson Financial Services's PFE Position: Q2 2026 in Review

Richardson Financial Services reduced its Pfizer (PFE) stake by 82% in Q2 2026, selling an estimated $266K and leaving 2,258 shares worth $54.4K. The position accounts for 0.03% of the portfolio, ranked #306.

Richardson Financial Services first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $821K in Q4 2023. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Richardson Financial Services held 2,258 shares of Pfizer worth $54.4K as of Q2 2026.
  • Richardson Financial Services sold 10,176 Pfizer shares in Q2 2026, an estimated $266K.
  • Pfizer made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #306 holding.
  • Richardson Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Pfizer position peaked at $821K in Q4 2023.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.