SEC 13F Intelligence

Greystone Financial Group, LLC / PFE

Greystone Financial Group, LLC’s Pfizer Inc Position

Does Greystone Financial Group, LLC own Pfizer Inc (PFE)? Not currently — the last reported position was 256.5K shares worth $7M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2024
Shares
256.5K
% of Portfolio
+1.33%
Quarters Held
10
position exited

Position History PFE

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q2 ’22: $10MQ3 ’22: $8MQ3 ’22Q4 ’22: $9MQ1 ’23: $7MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ3 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024256.5K$7M+1.33%
Q2 2024246.8K$7M+1.35%
Q1 2024206.0K$6M+1.14%
Q3 2023118.6K$4M+0.98%
Q2 2023109.9K$4M+0.93%
Q1 2023167.6K$7M+1.72%
Q4 2022175.6K$9M+2.64%
Q3 2022177.2K$8M+2.63%
Q2 2022181.2K$10M+2.96%
Q4 2020155.0K$5M+1.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of PFE.