Trifecta Capital Advisors
PFE icon

Trifecta Capital Advisors’s Pfizer PFE Stock Holding History

Trifecta Capital 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
Q3 		$125K Buy
4,377
+100
+2% +$2.66K 0.02% 134
2026
Q2 		$103K Buy
+4,277
New +$112K 0.01% 150
2026
Q1 		– Sell
-500
Closed -$12.4K – 286
2025
Q4 		$12.4K Sell
500
-147
-23% -$3.71K ﹤0.01% 216
2025
Q3 		$16.5K Sell
647
-3,050
-82% -$75.3K ﹤0.01% 219
2025
Q2 		$89.6K Buy
3,697
+38
+1% +$886 0.01% 148
2025
Q1 		$92.7K Buy
3,659
+956
+35% +$25K 0.02% 107
2024
Q4 		$71.7K Sell
2,703
-1,500
-36% -$40.7K 0.01% 120
2024
Q3 		$122K Hold
4,203
– – 0.03% 100
2024
Q2 		$118K Sell
4,203
-2,504
-37% -$68.9K 0.03% 101
2024
Q1 		$186K Sell
6,707
-1,500
-18% -$41.6K 0.05% 82
2023
Q4 		$236K Sell
8,207
-990
-11% -$29.9K 0.07% 78
2023
Q3 		$305K Buy
9,197
+325
+4% +$11.5K 0.1% 71
2023
Q2 		$325K Buy
8,872
+400
+5% +$15.6K 0.1% 72
2023
Q1 		$346K Buy
8,472
+665
+9% +$28.7K 0.12% 74
2022
Q4 		$400K Buy
+7,807
New +$374K 0.16% 72

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trifecta Capital Advisors's PFE Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Pfizer (PFE) stake by 2.3% in Q3 2026, buying an estimated $2.66K and bringing the position to 4,377 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #134.

Trifecta Capital Advisors first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $400K in Q4 2022. 1,268 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Trifecta Capital Advisors held 4,377 shares of Pfizer worth $125K as of Q3 2026.
  • Trifecta Capital Advisors bought 100 Pfizer shares in Q3 2026, an estimated $2.66K.
  • Pfizer made up 0.02% of Trifecta Capital Advisors's portfolio in Q3 2026, its #134 holding.
  • Trifecta Capital Advisors first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Pfizer position peaked at $400K in Q4 2022.
  • 1,268 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.