SYM Financial Corp
PFE icon

SYM Financial Corp’s Pfizer PFE Stock Holding History

SYM Financial Corp’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
Q3 		$762K Buy
26,713
+10,593
+66% +$282K 0.06% 107
2026
Q2 		$388K Buy
16,120
+6,696
+71% +$175K 0.03% 193
2026
Q1 		$265K Buy
9,424
+459
+5% +$12.2K 0.03% 245
2025
Q4 		$223K Sell
8,965
-3,016
-25% -$76.1K 0.02% 297
2025
Q3 		$305K Buy
11,981
+1,263
+12% +$31.2K 0.03% 217
2025
Q2 		$260K Sell
10,718
-3,841
-26% -$89.6K 0.03% 247
2025
Q1 		$369K Sell
14,559
-6,924
-32% -$181K 0.05% 142
2024
Q4 		$570K Buy
21,483
+14,531
+209% +$394K 0.07% 81
2024
Q3 		$201K Sell
6,952
-1,170
-14% -$34.1K 0.03% 179
2024
Q2 		$227K Buy
+8,122
New +$224K 0.04% 135
2023
Q1 		– Sell
-4,364
Closed -$224K – 116
2022
Q4 		$224K Sell
4,364
-299
-6% -$14.3K 0.05% 58
2022
Q3 		$204K Sell
4,663
-29
-0.6% -$1.41K 0.1% 57
2022
Q2 		$246K Sell
4,692
-1,086
-19% -$55.3K 0.12% 52
2022
Q1 		$299K Buy
5,778
+1,280
+28% +$66.4K 0.13% 40
2021
Q4 		$266K Sell
4,498
-1,931
-30% -$95.7K 0.1% 41
2021
Q3 		$276K Buy
6,429
+849
+15% +$37.6K 0.16% 34
2021
Q2 		$218K Buy
+5,580
New +$217K 0.12% 44
2018
Q4 		– Sell
-7,705
Closed -$322K – 95
2018
Q3 		$322K Buy
+7,705
New +$297K 0.18% 27

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

SYM Financial Corp's PFE Position: Q3 2026 in Review

SYM Financial Corp increased its Pfizer (PFE) stake by 66% in Q3 2026, buying an estimated $282K and bringing the position to 26,713 shares worth $762K. The position accounts for 0.06% of the portfolio, ranked #107.

SYM Financial Corp first reported a position in PFE in Q3 2018 and has held it in 18 quarters since. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • SYM Financial Corp held 26,713 shares of Pfizer worth $762K as of Q3 2026.
  • SYM Financial Corp bought 10,593 Pfizer shares in Q3 2026, an estimated $282K.
  • Pfizer made up 0.06% of SYM Financial Corp's portfolio in Q3 2026, its #107 holding.
  • SYM Financial Corp first reported a position in Pfizer in Q3 2018 and has held it in 18 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.