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Souders Financial Advisors’s Pfizer PFE Stock Holding History

Souders Financial Advisors’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 		$247K Sell
10,245
-24
-0.2% -$628 0.02% 209
2026
Q1 		$288K Buy
10,269
+151
+1% +$4.02K 0.03% 188
2025
Q4 		$252K Buy
10,118
+1,423
+16% +$35.9K 0.03% 194
2025
Q3 		$222K Buy
+8,695
New +$215K 0.03% 192
2025
Q2 		– Sell
-9,292
Closed -$235K – 207
2025
Q1 		$235K Buy
9,292
+964
+12% +$25.2K 0.03% 170
2024
Q4 		$221K Buy
8,328
+127
+2% +$3.44K 0.03% 170
2024
Q3 		$237K Sell
8,201
-146
-2% -$4.26K 0.03% 160
2024
Q2 		$234K Buy
8,347
+483
+6% +$13.3K 0.04% 153
2024
Q1 		$218K Sell
7,864
-3,376
-30% -$93.7K 0.03% 154
2023
Q4 		$324K Buy
11,240
+777
+7% +$23.5K 0.06% 141
2023
Q3 		$347K Sell
10,463
-60,540
-85% -$2.14M 0.07% 133
2023
Q2 		$2.6M Sell
71,003
-3,143
-4% -$122K 0.5% 62
2023
Q1 		$3.03M Buy
74,146
+2,714
+4% +$117K 0.64% 52
2022
Q4 		$3.66M Buy
71,432
+2,709
+4% +$130K 0.84% 34
2022
Q3 		$3.01M Sell
68,723
-8,959
-12% -$435K 0.82% 37
2022
Q2 		$4.07M Buy
77,682
+2,072
+3% +$106K 1.17% 23
2022
Q1 		$3.91M Buy
75,610
+348
+0.5% +$18.1K 1.13% 23
2021
Q4 		$4.44M Buy
75,262
+731
+1% +$36.2K 1.28% 18
2021
Q3 		$3.21M Buy
74,531
+1,051
+1% +$46.6K 1.03% 28
2021
Q2 		$2.88M Buy
73,480
+1,129
+2% +$43.9K 0.97% 34
2021
Q1 		$2.62M Buy
72,351
+23,529
+48% +$835K 1.03% 32
2020
Q4 		$1.8M Sell
48,822
-2,165
-4% -$79.4K 0.78% 42
2020
Q3 		$1.87M Buy
50,987
+2,277
+5% +$79.8K 0.88% 40
2020
Q2 		$1.51M Buy
48,710
+20,968
+76% +$712K 0.86% 40
2020
Q1 		$859K Buy
+27,742
New +$945K 0.76% 36

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Souders Financial Advisors's PFE Position: Q2 2026 in Review

Souders Financial Advisors reduced its Pfizer (PFE) stake by 0.23% in Q2 2026, selling an estimated $628 and leaving 10,245 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #209.

Souders Financial Advisors first reported a position in PFE in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.44M in Q4 2021. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Souders Financial Advisors held 10,245 shares of Pfizer worth $247K as of Q2 2026.
  • Souders Financial Advisors sold 24 Pfizer shares in Q2 2026, an estimated $628.
  • Pfizer made up 0.02% of Souders Financial Advisors's portfolio in Q2 2026, its #209 holding.
  • Souders Financial Advisors first reported a position in Pfizer in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Pfizer position peaked at $4.44M in Q4 2021.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.