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SageGuard Financial Group’s Pfizer PFE Stock Holding History

SageGuard Financial Group’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 		$213K Sell
8,858
-919
-9% -$24K 0.03% 203
2026
Q1 		$275K Buy
9,777
+199
+2% +$5.3K 0.04% 165
2025
Q4 		$238K Buy
+9,578
New +$242K 0.04% 159
2021
Q3 		– Sell
-70,631
Closed -$2.77M – 98
2021
Q2 		$2.77M Buy
70,631
+1,060
+2% +$41.2K 1.26% 21
2021
Q1 		$2.53M Sell
69,571
-17,039
-20% -$605K 1.18% 20
2020
Q4 		$3.18M Buy
+86,610
New +$3.18M 1.53% 15

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageGuard Financial Group's PFE Position: Q2 2026 in Review

SageGuard Financial Group reduced its Pfizer (PFE) stake by 9.4% in Q2 2026, selling an estimated $24K and leaving 8,858 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #203.

SageGuard Financial Group first reported a position in PFE in Q4 2020 and has held it in 6 quarters since. The position peaked at $3.18M in Q4 2020. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • SageGuard Financial Group held 8,858 shares of Pfizer worth $213K as of Q2 2026.
  • SageGuard Financial Group sold 919 Pfizer shares in Q2 2026, an estimated $24K.
  • Pfizer made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #203 holding.
  • SageGuard Financial Group first reported a position in Pfizer in Q4 2020 and has held it in 6 quarters since.
  • SageGuard Financial Group's Pfizer position peaked at $3.18M in Q4 2020.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.