Patriot Financial Group Insurance Agency, LLC
InsurancePosition in PFE — Pfizer Inc
CIK 1694883
Westborough, MA
Position in PFE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$366,184
-$2,538,972 QoQ
Shares Held
15,207
-85.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,973
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Mar 31, 2026CallValue
$67,392
CallShares
2,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $18,197,116 across 9 Drug Manufacturers - General names. PFE ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
16,950 | $4,265,298 | |
| 2 | LLY |
ELI LILLY & Co
|
2,874 | $3,447,162 | |
| 3 | NVS |
Novartis AG
|
17,411 | $2,728,651 | |
| 4 | JNJ |
Johnson & Johnson
|
8,891 | $2,258,047 | |
| 5 | AMGN |
Amgen Inc
|
5,594 | $2,025,699 | |
| 6 | GSK |
GSK plc
|
29,644 | $1,553,938 | |
| 7 | MRK |
Merck & Co., Inc.
|
10,279 | $1,320,851 | |
| 8 | PFE |
Pfizer Inc
This page
|
15,207 | $366,184 |
All Filings in PFE
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,184 | 15,207 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,905,156 | 103,460 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $67,392 | 2,400 | Call | Sole | 2026-04-22 | |
| 2025-12-31 | $638,162 | 25,629 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $29,880 | 1,200 | Call | Sole | 2026-01-26 | |
| 2025-09-30 | $972,342 | 38,161 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,033,108 | 42,620 | Shares | Sole | 2025-07-21 | |
| 2025-06-30 | $29,088 | 1,200 | Call | Sole | 2025-07-21 | |
| 2025-03-31 | $30,408 | 1,200 | Call | Sole | 2025-04-14 | |
| 2025-03-31 | $995,203 | 39,274 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,026,870 | 38,706 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,108,836 | 38,315 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,096,816 | 39,200 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,071,261 | 38,604 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,062,581 | 36,908 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $873,531 | 26,335 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $830,765 | 22,649 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $839,786 | 20,583 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,003,176 | 19,578 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $767,112 | 17,530 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $993,129 | 18,942 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $952,309 | 18,395 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,639,168 | 27,759 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,641,777 | 38,172 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,371,344 | 35,019 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,115,485 | 30,789 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,177,735 | 31,995 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $593,218 | 16,164 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $513,521 | 15,704 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $423,013 | 12,960 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||