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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
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

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

Western Financial Corp's PFE Position: Q2 2026 in Review

Western Financial Corp increased its Pfizer (PFE) stake by 0.96% in Q2 2026, buying an estimated $3.64K and bringing the position to 14,678 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #105.

Western Financial Corp first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Western Financial Corp held 14,678 shares of Pfizer worth $353K as of Q2 2026.
  • Western Financial Corp bought 139 Pfizer shares in Q2 2026, an estimated $3.64K.
  • Pfizer made up 0.1% of Western Financial Corp's portfolio in Q2 2026, its #105 holding.
  • Western Financial Corp first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Western Financial Corp's Pfizer position peaked at $1.42M in Q4 2021.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.