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Seamount Financial Group’s Pfizer PFE Stock Holding History

Seamount 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 		– Sell
-7,634
Closed -$214K – 144
2026
Q1 		$214K Buy
+7,634
New +$203K 0.1% 129
2025
Q3 		– Sell
-9,341
Closed -$226K – 138
2025
Q2 		$226K Buy
+9,341
New +$218K 0.12% 120

Other funds holding PFE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Seamount Financial Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,634 shares — an estimated $214K sold.

Seamount Financial Group first reported a position in PFE in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 901 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Seamount Financial Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Seamount Financial Group sold 7,634 Pfizer shares in Q2 2026, an estimated $214K.
  • Seamount Financial Group first reported a position in Pfizer in Q2 2025 and held it in 2 quarters.
  • Seamount Financial Group's Pfizer position peaked at $226K in Q2 2025.
  • 901 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.