Security National Bank’s Pfizer PFE Stock Holding History

Security National Bank’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	$60.7K	Hold	2,522	–	–	0.01%	229
2026 Q1	$70.8K	Hold	2,522	–	–	0.01%	208
2025 Q4	$62.8K	Hold	2,522	–	–	0.01%	216
2025 Q3	$64.3K	Hold	2,522	–	–	0.01%	223
2025 Q2	$61.1K	Buy	2,522 +180	+8%	+$4.2K	0.01%	206
2025 Q1	$59.3K	Buy	2,342 +90	+4%	+$2.35K	0.01%	204
2024 Q4	$59.7K	Hold	2,252	–	–	0.01%	201
2024 Q3	$65.2K	Hold	2,252	–	–	0.01%	184
2024 Q2	$63K	Hold	2,252	–	–	0.01%	182
2024 Q1	$62.5K	Hold	2,252	–	–	0.01%	178
2023 Q4	$64.8K	Buy	+2,252	New	+$68.1K	0.01%	180
2023 Q3	–	Sell	-5,958	Closed	-$219K	–	104
2023 Q2	$219K	Buy	5,958 +46	+0.8%	+$1.79K	0.06%	101
2023 Q1	$241K	Hold	5,912	–	–	0.06%	91
2022 Q4	$303K	Buy	5,912 +34	+0.6%	+$1.63K	0.08%	82
2022 Q3	$257K	Sell	5,878 -2,426	-29%	-$118K	0.07%	85
2022 Q2	$435K	Sell	8,304 -6,472	-44%	-$330K	0.12%	70
2022 Q1	$765K	Buy	14,776 +3,223	+28%	+$167K	0.17%	62
2021 Q4	$682K	Sell	11,553 -1,032	-8%	-$51.1K	0.15%	62
2021 Q3	$541K	Buy	12,585 +2,333	+23%	+$103K	0.14%	64
2021 Q2	$401K	Hold	10,252	–	–	0.11%	70
2021 Q1	$371K	Buy	10,252 +3,480	+51%	+$124K	0.11%	70
2020 Q4	$249K	Sell	6,772 -366	-5%	-$13.4K	0.08%	66
2020 Q3	$249K	Buy	+7,138	New	+$250K	0.09%	65
2019 Q3	–	Sell	-5,059	Closed	-$208K	–	74
2019 Q2	$208K	Hold	5,059	–	–	0.1%	70
2019 Q1	$204K	Hold	5,059	–	–	0.11%	72
2018 Q4	$210K	Sell	5,059 -3,953	-44%	-$164K	0.13%	59
2018 Q3	$376K	Buy	9,012 +3,162	+54%	+$122K	0.21%	53
2018 Q2	$202K	Sell	5,850 -149	-2%	-$5.09K	0.13%	60
2018 Q1	$202K	Hold	5,999	–	–	0.14%	61
2017 Q4	$206K	Hold	5,999	–	–	0.13%	63
2017 Q3	$203K	Buy	+5,999	New	+$193K	0.14%	65

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Security National Bank's PFE Position: Q2 2026 in Review

Security National Bank held its Pfizer (PFE) position steady in Q2 2026 at 2,522 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #229.

Security National Bank first reported a position in PFE in Q3 2017 and has held it in 31 quarters since. The position peaked at $765K in Q1 2022. 632 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Security National Bank held 2,522 shares of Pfizer worth $60.7K as of Q2 2026.
Security National Bank left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.01% of Security National Bank's portfolio in Q2 2026, its #229 holding.
Security National Bank first reported a position in Pfizer in Q3 2017 and has held it in 31 quarters since.
Security National Bank's Pfizer position peaked at $765K in Q1 2022.
632 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.