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Texas Capital Bank Wealth Management Services’s Pfizer PFE Stock Holding History

Texas Capital Bank Wealth Management 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
Q1 		$670K Sell
23,846
-2,278
-9% -$60.6K 0.04% 181
2025
Q4 		$650K Buy
26,124
+13,463
+106% +$340K 0.04% 179
2025
Q3 		$323K Buy
+12,661
New +$312K 0.03% 195
2024
Q4 		– Sell
-31,662
Closed -$916K – 195
2024
Q3 		$916K Sell
31,662
-23,208
-42% -$677K 0.09% 78
2024
Q2 		$1.54M Sell
54,870
-30,415
-36% -$837K 0.16% 61
2024
Q1 		$2.37M Sell
85,285
-59,295
-41% -$1.65M 0.26% 50
2023
Q4 		$2.74M Buy
144,580
+79,668
+123% +$2.41M 0.32% 45
2023
Q3 		$2.15M Buy
64,912
+1,033
+2% +$36.5K 0.27% 55
2023
Q2 		$2.34M Buy
63,879
+17,071
+36% +$664K 0.25% 59
2023
Q1 		$1.91M Buy
46,808
+31,114
+198% +$1.34M 0.22% 61
2022
Q4 		$804K Buy
15,694
+437
+3% +$21K 0.1% 93
2022
Q3 		$668K Sell
15,257
-1,094
-7% -$53.2K 0.09% 89
2022
Q2 		$857K Sell
16,351
-256
-2% -$13K 0.1% 80
2022
Q1 		$860K Buy
16,607
+603
+4% +$31.3K 0.08% 82
2021
Q4 		$945K Sell
16,004
-956
-6% -$47.4K 0.08% 82
2021
Q3 		$729K Sell
16,960
-157
-0.9% -$6.96K 0.07% 81
2021
Q2 		$670K Buy
17,117
+875
+5% +$34K 0.08% 86
2021
Q1 		$588K Sell
16,242
-35,052
-68% -$1.24M 0.08% 85
2020
Q4 		$1.89M Sell
51,294
-81,353
-61% -$2.98M 0.28% 60
2020
Q3 		$4.62M Buy
132,647
+43,935
+50% +$1.54M 0.75% 26
2020
Q2 		$2.75M Buy
88,712
+16,789
+23% +$570K 0.62% 31
2020
Q1 		$2.23M Buy
71,923
+9,637
+15% +$328K 0.64% 26
2019
Q4 		$2.31M Buy
+62,286
New +$2.22M 0.51% 37

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's PFE Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Pfizer (PFE) stake by 8.7% in Q1 2026, selling an estimated $60.6K and leaving 23,846 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #181.

Texas Capital Bank Wealth Management Services first reported a position in PFE in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.62M in Q3 2020. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 23,846 shares of Pfizer worth $670K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 2,278 Pfizer shares in Q1 2026, an estimated $60.6K.
  • Pfizer made up 0.04% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #181 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Pfizer in Q4 2019 and has held it in 23 quarters since.
  • Texas Capital Bank Wealth Management Services's Pfizer position peaked at $4.62M in Q3 2020.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.