Taylor Financial Group
PFE icon

Taylor Financial Group’s Pfizer PFE Stock Holding History

Taylor 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
Q3 		$420K Hold
14,740
– – 0.23% 70
2026
Q2 		$355K Hold
14,740
– – 0.2% 81
2026
Q1 		$414K Buy
14,740
+1,000
+7% +$26.6K 0.25% 73
2025
Q4 		$342K Hold
13,740
– – 0.2% 82
2025
Q3 		$350K Sell
13,740
-66
-0.5% -$1.63K 0.2% 82
2025
Q2 		$335K Buy
13,806
+2,815
+26% +$65.6K 0.21% 79
2025
Q1 		$279K Sell
10,991
-2,000
-15% -$52.3K 0.19% 81
2024
Q4 		$345K Sell
12,991
-716
-5% -$19.4K 0.24% 74
2024
Q3 		$397K Sell
13,707
-468
-3% -$13.7K 0.27% 71
2024
Q2 		$397K Buy
14,175
+2,699
+24% +$74.3K 0.3% 67
2024
Q1 		$318K Buy
11,476
+717
+7% +$19.9K 0.24% 72
2023
Q4 		$310K Buy
+10,759
New +$325K 0.25% 72

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

Taylor Financial Group's PFE Position: Q3 2026 in Review

Taylor Financial Group held its Pfizer (PFE) position steady in Q3 2026 at 14,740 shares worth $420K. The position accounts for 0.23% of the portfolio, ranked #70.

Taylor Financial Group first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Taylor Financial Group held 14,740 shares of Pfizer worth $420K as of Q3 2026.
  • Taylor Financial Group left its Pfizer share count unchanged in Q3 2026.
  • Pfizer made up 0.23% of Taylor Financial Group's portfolio in Q3 2026, its #70 holding.
  • Taylor Financial Group first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.