Values Added Financial’s Pfizer PFE Stock Holding History

Values Added Financial’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	$210K	Buy	+7,380	New	+$196K	0.07%	139

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Values Added Financial's PFE Position: Q3 2026 in Review

Values Added Financial opened a new position in Pfizer (PFE) in Q3 2026: 7,380 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #139 among its holdings.

1,268 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Values Added Financial held 7,380 shares of Pfizer worth $210K as of Q3 2026.
Pfizer was a new Values Added Financial position in Q3 2026.
Pfizer made up 0.07% of Values Added Financial's portfolio in Q3 2026, its #139 holding.
1,268 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.