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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
Q2 		$558K Sell
23,162
-684
-3% -$17.9K 0.03% 205
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 $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 $3.38T AUM 44.17% 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

Texas Capital Bank Wealth Management Services's PFE Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Pfizer (PFE) stake by 2.9% in Q2 2026, selling an estimated $17.9K and leaving 23,162 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #205.

Texas Capital Bank Wealth Management Services first reported a position in PFE in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.62M in Q3 2020. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 23,162 shares of Pfizer worth $558K as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 684 Pfizer shares in Q2 2026, an estimated $17.9K.
  • Pfizer made up 0.03% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #205 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Pfizer in Q4 2019 and has held it in 24 quarters since.
  • Texas Capital Bank Wealth Management Services's Pfizer position peaked at $4.62M in Q3 2020.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.