Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$266,950
+$61,747 QoQ
Shares Held
11,086
+36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,219
of 2,821 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Convergence Financial, LLC holds $19,784,481 across 8 Drug Manufacturers - General names. PFE ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,507 | $10,203,551 | |
| 2 | MRK |
Merck & Co., Inc.
|
19,556 | $2,512,946 | |
| 3 | JNJ |
Johnson & Johnson
|
9,428 | $2,394,429 | |
| 4 | ABBV |
AbbVie Inc.
|
5,670 | $1,426,798 | |
| 5 | AMGN |
Amgen Inc
|
3,673 | $1,330,066 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
17,333 | $998,727 | |
| 7 | NVS |
Novartis AG
|
4,154 | $651,014 | |
| 8 | PFE |
Pfizer Inc
This page
|
11,086 | $266,950 |
All Filings in PFE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,950 | 11,086 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $205,203 | 8,098 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $241,210 | 9,092 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $315,503 | 10,902 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $483,298 | 17,273 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||