Western Financial Corp
PFE icon

Western Financial Corp’s Pfizer PFE Stock Holding History

Western Financial Corp’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 		$422K Buy
14,808
+130
+0.9% +$3.46K 0.14% 110
2026
Q2 		$353K Buy
14,678
+139
+1% +$3.64K 0.1% 105
2026
Q1 		$408K Buy
14,539
+1,223
+9% +$32.6K 0.16% 99
2025
Q4 		$332K Buy
13,316
+138
+1% +$3.48K 0.13% 94
2025
Q3 		$336K Buy
13,178
+140
+1% +$3.46K 0.15% 98
2025
Q2 		$316K Buy
13,038
+139
+1% +$3.24K 0.17% 107
2025
Q1 		$327K Sell
12,899
-855
-6% -$22.4K 0.19% 103
2024
Q4 		$365K Buy
13,754
+126
+0.9% +$3.42K 0.2% 103
2024
Q3 		$394K Buy
13,628
+111
+0.8% +$3.24K 0.22% 95
2024
Q2 		$378K Buy
13,517
+315
+2% +$8.67K 0.23% 86
2024
Q1 		$366K Sell
13,202
-635
-5% -$17.6K 0.22% 88
2023
Q4 		$398K Buy
13,837
+112
+0.8% +$3.39K 0.27% 89
2023
Q3 		$455K Sell
13,725
-1,863
-12% -$65.9K 0.33% 86
2023
Q2 		$572K Buy
15,588
+83
+0.5% +$3.23K 0.39% 81
2023
Q1 		$633K Buy
15,505
+78
+0.5% +$3.37K 0.45% 67
2022
Q4 		$790K Sell
15,427
-8,938
-37% -$429K 0.51% 43
2022
Q3 		$1.07M Sell
24,365
-1,622
-6% -$78.8K 0.75% 25
2022
Q2 		$1.36M Buy
25,987
+1,774
+7% +$90.4K 0.97% 13
2022
Q1 		$1.25M Buy
24,213
+236
+1% +$12.2K 0.73% 30
2021
Q4 		$1.42M Buy
23,977
+4,091
+21% +$203K 0.74% 29
2021
Q3 		$855K Buy
19,886
+148
+0.7% +$6.56K 0.51% 37
2021
Q2 		$773K Buy
19,738
+120
+0.6% +$4.67K 0.42% 42
2021
Q1 		$711K Sell
19,618
-319
-2% -$11.3K 0.43% 40
2020
Q4 		$733K Buy
+19,937
New +$731K 0.48% 35

Other funds holding PFE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Western Financial Corp's PFE Position: Q3 2026 in Review

Western Financial Corp increased its Pfizer (PFE) stake by 0.89% in Q3 2026, buying an estimated $3.46K and bringing the position to 14,808 shares worth $422K. The position accounts for 0.14% of the portfolio, ranked #110.

Western Financial Corp first reported a position in PFE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Western Financial Corp held 14,808 shares of Pfizer worth $422K as of Q3 2026.
  • Western Financial Corp bought 130 Pfizer shares in Q3 2026, an estimated $3.46K.
  • Pfizer made up 0.14% of Western Financial Corp's portfolio in Q3 2026, its #110 holding.
  • Western Financial Corp first reported a position in Pfizer in Q4 2020 and has held it in 24 quarters since.
  • Western Financial Corp's Pfizer position peaked at $1.42M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.