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Pfizer shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Pfizer

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All positions including Pfizer held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 47k 27.75
2023-12-31 $1.4M 48k 28.79
2023-09-30 $2.7M 12k 220.76
2023-06-30 $521k 14k 36.68

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Top funds holding Pfizer

Vanguard Group
BlackRock
Wellington Management Company
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Susquehanna International
Northern Trust
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Legal & General Group
Citadel Advisors
Amundi
Bank of New York Mellon

View all funds holding Pfizer