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Sovereign Financial Group’s Pfizer PFE Stock Holding History

Sovereign 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 		$303K Sell
12,604
-2,158
-15% -$56.5K 0.05% 296
2026
Q1 		$415K Buy
14,762
+304
+2% +$8.09K 0.07% 235
2025
Q4 		$360K Sell
14,458
-192
-1% -$4.84K 0.06% 241
2025
Q3 		$373K Buy
14,650
+453
+3% +$11.2K 0.07% 229
2025
Q2 		$344K Sell
14,197
-1,335
-9% -$31.1K 0.07% 229
2025
Q1 		$394K Sell
15,532
-810
-5% -$21.2K 0.09% 194
2024
Q4 		$434K Sell
16,342
-1,233
-7% -$33.4K 0.1% 187
2024
Q3 		$509K Sell
17,575
-158
-0.9% -$4.61K 0.12% 160
2024
Q2 		$496K Buy
17,733
+804
+5% +$22.1K 0.12% 153
2024
Q1 		$470K Buy
16,929
+1,837
+12% +$51K 0.12% 158
2023
Q4 		$435K Sell
15,092
-1,363
-8% -$41.2K 0.13% 153
2023
Q3 		$546K Sell
16,455
-3,676
-18% -$130K 0.19% 110
2023
Q2 		$738K Buy
20,131
+2,089
+12% +$81.3K 0.24% 98
2023
Q1 		$736K Buy
18,042
+156
+0.9% +$6.74K 0.27% 87
2022
Q4 		$916K Buy
17,886
+1,505
+9% +$72.2K 0.36% 75
2022
Q3 		$717K Buy
16,381
+1,951
+14% +$94.8K 0.29% 83
2022
Q2 		$757K Buy
14,430
+37
+0.3% +$1.89K 0.3% 84
2022
Q1 		$745K Buy
14,393
+2,121
+17% +$110K 0.28% 92
2021
Q4 		$725K Buy
12,272
+291
+2% +$14.4K 0.29% 91
2021
Q3 		$515K Sell
11,981
-2,238
-16% -$99.1K 0.3% 80
2021
Q2 		$515K Hold
14,219
– – 0.31% 74
2021
Q1 		$515K Buy
14,219
+593
+4% +$21.1K 0.32% 72
2020
Q4 		$502K Buy
+13,626
New +$500K 0.36% 62

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

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

Sovereign Financial Group reduced its Pfizer (PFE) stake by 15% in Q2 2026, selling an estimated $56.5K and leaving 12,604 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #296.

Sovereign Financial Group first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $916K in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sovereign Financial Group held 12,604 shares of Pfizer worth $303K as of Q2 2026.
  • Sovereign Financial Group sold 2,158 Pfizer shares in Q2 2026, an estimated $56.5K.
  • Pfizer made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #296 holding.
  • Sovereign Financial Group first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Pfizer position peaked at $916K in Q4 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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