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Sara-Bay Financial’s Pfizer PFE Stock Holding History

Sara-Bay Financial’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 		– Sell
-9,055
Closed -$254K – 93
2026
Q1 		$254K Sell
9,055
-79
-0.9% -$2.1K 0.08% 72
2025
Q4 		$228K Sell
9,134
-148
-2% -$3.73K 0.07% 75
2025
Q3 		$237K Sell
9,282
-854
-8% -$21.1K 0.07% 74
2025
Q2 		$246K Sell
10,136
-229
-2% -$5.34K 0.09% 69
2025
Q1 		$261K Sell
10,365
-23
-0.2% -$602 0.12% 70
2024
Q4 		$274K Sell
10,388
-300
-3% -$8.14K 0.1% 74
2024
Q3 		$309K Sell
10,688
-2,956
-22% -$86.2K 0.11% 73
2024
Q2 		$382K Buy
13,644
+1,295
+10% +$35.7K 0.15% 69
2024
Q1 		$342K Sell
12,349
-930
-7% -$25.8K 0.15% 70
2023
Q4 		$382K Sell
13,279
-148
-1% -$4.47K 0.19% 64
2023
Q3 		$445K Sell
13,427
-2,880
-18% -$102K 0.23% 51
2023
Q2 		$598K Sell
16,307
-634
-4% -$24.7K 0.29% 36
2023
Q1 		$691K Sell
16,941
-1,868
-10% -$80.7K 0.35% 31
2022
Q4 		$964K Hold
18,809
– – 0.54% 20
2022
Q3 		$823K Sell
18,809
-10
-0.1% -$486 0.46% 23
2022
Q2 		$992K Buy
18,819
+97
+0.5% +$4.94K 0.48% 24
2022
Q1 		$969K Buy
18,722
+1,360
+8% +$70.6K 0.38% 28
2021
Q4 		$1.02M Sell
17,362
-94
-0.5% -$4.66K 0.31% 28
2021
Q3 		$751K Buy
17,456
+242
+1% +$10.7K 0.29% 31
2021
Q2 		$674K Buy
17,214
+56
+0.3% +$2.18K 0.25% 37
2021
Q1 		$622K Sell
17,158
-447
-3% -$15.9K 0.25% 38
2020
Q4 		$648K Sell
17,605
-741
-4% -$27.2K 0.29% 34
2020
Q3 		$639K Buy
18,346
+7,587
+71% +$266K 0.35% 32
2020
Q2 		$350K Buy
+10,759
New +$366K 0.2% 50

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sara-Bay Financial's PFE Position: Q2 2026 in Review

Sara-Bay Financial sold out of Pfizer (PFE) in Q2 2026, closing a stake of 9,055 shares — an estimated $254K sold.

Sara-Bay Financial first reported a position in PFE in Q2 2020 and held it in 24 quarters. The position peaked at $1.02M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sara-Bay Financial reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Sara-Bay Financial sold 9,055 Pfizer shares in Q2 2026, an estimated $254K.
  • Sara-Bay Financial first reported a position in Pfizer in Q2 2020 and held it in 24 quarters.
  • Sara-Bay Financial's Pfizer position peaked at $1.02M in Q4 2021.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.