Root Financial Partners
PFE icon

Root Financial Partners’s Pfizer PFE Stock Holding History

Root Financial Partners’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 		$732K Buy
25,670
+13,033
+103% +$347K 0.02% 172
2026
Q2 		$304K Buy
12,637
+2,574
+26% +$67.3K 0.01% 280
2026
Q1 		$283K Buy
10,063
+776
+8% +$20.7K 0.01% 257
2025
Q4 		$231K Buy
9,287
+1,450
+19% +$36.6K 0.01% 272
2025
Q3 		$200K Buy
+7,837
New +$193K 0.01% 278

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Root Financial Partners's PFE Position: Q3 2026 in Review

Root Financial Partners increased its Pfizer (PFE) stake by 103% in Q3 2026, buying an estimated $347K and bringing the position to 25,670 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #172.

Root Financial Partners first reported a position in PFE in Q3 2025 and has held it in 5 quarters since. 1,210 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Root Financial Partners held 25,670 shares of Pfizer worth $732K as of Q3 2026.
  • Root Financial Partners bought 13,033 Pfizer shares in Q3 2026, an estimated $347K.
  • Pfizer made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #172 holding.
  • Root Financial Partners first reported a position in Pfizer in Q3 2025 and has held it in 5 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.