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Southern Financial Group’s Pfizer PFE Stock Holding History

Southern 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 		$522K Buy
21,665
+1,152
+6% +$30.1K 0.13% 37
2026
Q1 		$576K Buy
20,513
+349
+2% +$9.29K 0.16% 29
2025
Q4 		$502K Buy
+20,164
New +$508K 0.14% 36

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Southern Financial Group increased its Pfizer (PFE) stake by 5.6% in Q2 2026, buying an estimated $30.1K and bringing the position to 21,665 shares worth $522K. The position accounts for 0.13% of the portfolio, ranked #37.

Southern Financial Group first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q1 2026. 1,606 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Southern Financial Group held 21,665 shares of Pfizer worth $522K as of Q2 2026.
  • Southern Financial Group bought 1,152 Pfizer shares in Q2 2026, an estimated $30.1K.
  • Pfizer made up 0.13% of Southern Financial Group's portfolio in Q2 2026, its #37 holding.
  • Southern Financial Group first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Pfizer position peaked at $576K in Q1 2026.
  • 1,606 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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