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Trinity Financial Advisors’s Pfizer PFE Stock Holding History

Trinity Financial 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 		$247K Buy
10,259
+14
+0.1% +$366 0.06% 85
2026
Q1 		$288K Buy
10,245
+14
+0.1% +$373 0.08% 76
2025
Q4 		$255K Buy
10,231
+14
+0.1% +$353 0.07% 83
2025
Q3 		$260K Buy
10,217
+14
+0.1% +$346 0.08% 87
2025
Q2 		$247K Buy
10,203
+15
+0.1% +$350 0.08% 81
2025
Q1 		$247K Buy
10,188
+12
+0.1% +$314 0.09% 76
2024
Q4 		$271K Buy
10,176
+3
+0% +$81 0.1% 66
2024
Q3 		$282K Sell
10,173
-110
-1% -$3.21K 0.13% 63
2024
Q2 		$288K Buy
10,283
+12
+0.1% +$330 0.13% 62
2024
Q1 		$285K Buy
10,271
+143
+1% +$3.97K 0.13% 58
2023
Q4 		$292K Sell
10,128
-337
-3% -$10.2K 0.14% 58
2023
Q3 		$347K Buy
10,465
+9
+0.1% +$318 0.18% 48
2023
Q2 		$384K Buy
10,456
+7
+0.1% +$272 0.21% 51
2023
Q1 		$426K Buy
10,449
+8
+0.1% +$346 0.26% 42
2022
Q4 		$535K Buy
10,441
+5
+0% +$240 0.35% 29
2022
Q3 		$457K Sell
10,436
-8,391
-45% -$408K 0.33% 37
2022
Q2 		$987K Buy
18,827
+8,253
+78% +$421K 0.73% 19
2022
Q1 		$547K Sell
10,574
-274
-3% -$14.2K 0.34% 28
2021
Q4 		$641K Buy
10,848
+5
+0% +$248 0.38% 21
2021
Q3 		$466K Buy
10,843
+6
+0.1% +$266 0.31% 22
2021
Q2 		$424K Sell
10,837
-86
-0.8% -$3.34K 0.3% 29
2021
Q1 		$396K Sell
10,923
-41
-0.4% -$1.46K 0.31% 26
2020
Q4 		$404K Buy
+10,964
New +$402K 0.37% 33

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Trinity Financial Advisors's PFE Position: Q2 2026 in Review

Trinity Financial Advisors increased its Pfizer (PFE) stake by 0.14% in Q2 2026, buying an estimated $366 and bringing the position to 10,259 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #85.

Trinity Financial Advisors first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $987K in Q2 2022. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Trinity Financial Advisors held 10,259 shares of Pfizer worth $247K as of Q2 2026.
  • Trinity Financial Advisors bought 14 Pfizer shares in Q2 2026, an estimated $366.
  • Pfizer made up 0.06% of Trinity Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Trinity Financial Advisors first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Trinity Financial Advisors's Pfizer position peaked at $987K in Q2 2022.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.