Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,121,648
-$1,754,213 QoQ
Shares Held
378,806
-2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#443
of 2,821 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 3%
Shared 19%
None 78%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Regal Investment Advisors LLC holds $56,143,765 across 10 Drug Manufacturers - General names. PFE ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
69,318 | $17,443,181 | |
| 2 | JNJ |
Johnson & Johnson
|
65,349 | $16,596,685 | |
| 3 | PFE |
Pfizer Inc
This page
|
378,806 | $9,121,648 | |
| 4 | LLY |
ELI LILLY & Co
|
4,324 | $5,186,335 | |
| 5 | MRK |
Merck & Co., Inc.
|
26,367 | $3,388,159 | |
| 6 | AMGN |
Amgen Inc
|
4,280 | $1,549,873 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
16,352 | $942,202 | |
| 8 | NVS |
Novartis AG
|
5,361 | $840,175 |
All Filings in PFE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,121,648 | 378,806 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,875,861 | 387,317 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,126,671 | 366,533 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,916,318 | 349,934 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,601,227 | 313,582 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,312,490 | 288,575 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,354,960 | 314,925 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,238,574 | 319,232 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,901,496 | 282,398 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,306,769 | 263,307 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,906,700 | 205,165 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,032,404 | 212,011 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,791,162 | 212,409 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,296,272 | 203,340 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,833,570 | 191,912 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $7,940,645 | 181,459 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,681,831 | 165,589 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,142,840 | 176,605 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,960,199 | 168,674 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,389,118 | 171,800 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $5,657,954 | 144,483 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $6,624,658 | 179,969 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $5,671,820 | 173,450 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||