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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
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

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

SYM Financial Corp's PFE Position: Q2 2026 in Review

SYM Financial Corp increased its Pfizer (PFE) stake by 71% in Q2 2026, buying an estimated $175K and bringing the position to 16,120 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #193.

SYM Financial Corp first reported a position in PFE in Q3 2018 and has held it in 17 quarters since. The position peaked at $570K in Q4 2024. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • SYM Financial Corp held 16,120 shares of Pfizer worth $388K as of Q2 2026.
  • SYM Financial Corp bought 6,696 Pfizer shares in Q2 2026, an estimated $175K.
  • Pfizer made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #193 holding.
  • SYM Financial Corp first reported a position in Pfizer in Q3 2018 and has held it in 17 quarters since.
  • SYM Financial Corp's Pfizer position peaked at $570K in Q4 2024.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.