Symphony Financial Services’s Pfizer PFE Stock Holding History

Symphony Financial Services’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	$603K	Buy	25,029 +384	+2%	+$10K	0.27%	51
2026 Q1	$692K	Buy	24,645 +1,148	+5%	+$30.6K	0.36%	45
2025 Q4	$585K	Buy	23,497 +1,003	+4%	+$25.3K	0.3%	51
2025 Q3	$573K	Buy	22,494 +2,083	+10%	+$51.4K	0.31%	45
2025 Q2	$495K	Buy	20,411 +3,962	+24%	+$92.4K	0.3%	46
2025 Q1	$417K	Buy	16,449 +2,886	+21%	+$75.5K	0.27%	48
2024 Q4	$360K	Buy	13,563 +1,765	+15%	+$47.9K	0.29%	50
2024 Q3	$334K	Buy	11,798 +2,606	+28%	+$76K	0.28%	52
2024 Q2	$264K	Buy	+9,192	New	+$253K	0.23%	68

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Symphony Financial Services's PFE Position: Q2 2026 in Review

Symphony Financial Services increased its Pfizer (PFE) stake by 1.6% in Q2 2026, buying an estimated $10K and bringing the position to 25,029 shares worth $603K. The position accounts for 0.27% of the portfolio, ranked #51.

Symphony Financial Services first reported a position in PFE in Q2 2024 and has held it in 9 quarters since. The position peaked at $692K in Q1 2026. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Symphony Financial Services held 25,029 shares of Pfizer worth $603K as of Q2 2026.
Symphony Financial Services bought 384 Pfizer shares in Q2 2026, an estimated $10K.
Pfizer made up 0.27% of Symphony Financial Services's portfolio in Q2 2026, its #51 holding.
Symphony Financial Services first reported a position in Pfizer in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Pfizer position peaked at $692K in Q1 2026.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.