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Umpqua Bank’s Pfizer PFE Stock Holding History

Umpqua Bank’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 		$206K Buy
8,568
+500
+6% +$13.1K 0.05% 164
2026
Q1 		$227K Sell
8,068
-670
-8% -$17.8K 0.06% 152
2025
Q4 		$218K Sell
8,738
-1,112
-11% -$28K 0.06% 150
2025
Q3 		$240K Buy
9,850
+670
+7% +$16.5K 0.07% 151
2025
Q2 		$235K Sell
9,180
-200
-2% -$4.66K 0.07% 157
2025
Q1 		$238K Sell
9,380
-563
-6% -$14.7K 0.08% 149
2024
Q4 		$263K Buy
+9,943
New +$270K 0.09% 138

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 $3.37T AUM 44.26% 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

Umpqua Bank's PFE Position: Q2 2026 in Review

Umpqua Bank increased its Pfizer (PFE) stake by 6.2% in Q2 2026, buying an estimated $13.1K and bringing the position to 8,568 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #164.

Umpqua Bank first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q4 2024. 2,790 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Umpqua Bank held 8,568 shares of Pfizer worth $206K as of Q2 2026.
  • Umpqua Bank bought 500 Pfizer shares in Q2 2026, an estimated $13.1K.
  • Pfizer made up 0.05% of Umpqua Bank's portfolio in Q2 2026, its #164 holding.
  • Umpqua Bank first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Umpqua Bank's Pfizer position peaked at $263K in Q4 2024.
  • 2,790 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.