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Three Bearings Fiduciary Advisors’s Pfizer PFE Stock Holding History

Three Bearings Fiduciary Advisors’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 		$8.12K Hold
337
– – 0.01% 142
2026
Q1 		$9.46K Hold
337
– – 0.01% 134
2025
Q4 		$9.06K Buy
+337
New +$8.5K 0.01% 143

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Three Bearings Fiduciary Advisors's PFE Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Pfizer (PFE) position steady in Q2 2026 at 337 shares worth $8.12K. The position accounts for 0.01% of the portfolio, ranked #142.

Three Bearings Fiduciary Advisors first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.46K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 337 shares of Pfizer worth $8.12K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #142 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Pfizer position peaked at $9.46K in Q1 2026.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.