Vest Financial
PFE icon

Vest Financial’s Pfizer PFE Stock Holding History

Vest 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 		$2.87M Sell
100,473
-1,040
-1% -$27.7K 0.03% 312
2026
Q2 		$2.44M Buy
101,513
+1,530
+2% +$40K 0.03% 314
2026
Q1 		$2.81M Sell
99,983
-4,730
-5% -$126K 0.03% 302
2025
Q4 		$2.61M Buy
104,713
+23,242
+29% +$586K 0.03% 304
2025
Q3 		$2.08M Buy
81,471
+15,567
+24% +$384K 0.03% 302
2025
Q2 		$1.6M Buy
65,904
+18,652
+39% +$435K 0.02% 304
2025
Q1 		$1.2M Buy
47,252
+20,018
+74% +$524K 0.02% 303
2024
Q4 		$723K Buy
27,234
+3,573
+15% +$96.9K 0.01% 248
2024
Q3 		$685K Buy
23,661
+15,781
+200% +$460K 0.01% 240
2024
Q2 		$220K Sell
7,880
-246
-3% -$6.77K 0.01% 252
2024
Q1 		$225K Sell
8,126
-459,851
-98% -$12.8M 0.01% 257
2023
Q4 		$13.5M Buy
467,977
+197,317
+73% +$5.96M 0.5% 76
2023
Q3 		$8.98M Buy
270,660
+140,281
+108% +$4.96M 0.49% 85
2023
Q2 		$4.79M Buy
130,379
+96,726
+287% +$3.76M 0.45% 110
2023
Q1 		$1.37M Buy
33,653
+26,272
+356% +$1.13M 0.19% 104
2022
Q4 		$378K Buy
+7,381
New +$354K 0.06% 93

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vest Financial's PFE Position: Q3 2026 in Review

Vest Financial reduced its Pfizer (PFE) stake by 1% in Q3 2026, selling an estimated $27.7K and leaving 100,473 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #312.

Vest Financial first reported a position in PFE in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q4 2023. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Vest Financial held 100,473 shares of Pfizer worth $2.87M as of Q3 2026.
  • Vest Financial sold 1,040 Pfizer shares in Q3 2026, an estimated $27.7K.
  • Pfizer made up 0.03% of Vest Financial's portfolio in Q3 2026, its #312 holding.
  • Vest Financial first reported a position in Pfizer in Q4 2022 and has held it in 16 quarters since.
  • Vest Financial's Pfizer position peaked at $13.5M in Q4 2023.
  • 2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.