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CAPTRUST FINANCIAL ADVISORS: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PFE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 3,628,237 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,628,237 shares
    Change vs previous 13F +142,789 shares

    0.13% of the 13F portfolio, value $87,367,956.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,485,448 shares
    Change vs previous 13F +207,374 shares

    0.17% of the 13F portfolio, value $97,868,909.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,278,074 shares
    Change vs previous 13F -959,273 shares

    0.16% of the 13F portfolio, value $81,624,049.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,237,347 shares
    Change vs previous 13F -37,089 shares

    0.22% of the 13F portfolio, value $107,967,613.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,274,436 shares
    Change vs previous 13F -1,942,385 shares

    0.23% of the 13F portfolio, value $103,612,318.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,216,821 shares
    Change vs previous 13F +4,803,202 shares

    0.4% of the 13F portfolio, value $157,534,249.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,413,619 shares
    Change vs previous 13F +1,112 shares

    0.11% of the 13F portfolio, value $37,503,325.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,412,507 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $40,877,957.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).