AE Wealth Management’s PBF Energy PBF Stock Holding History

AE Wealth Management’s Portfolio PBF Stock Details PBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Buy	5,973 +1,208	+25%	+$50.3K	﹤0.01%	1538
2026 Q1	$227K	Buy	+4,765	New	+$179K	﹤0.01%	1539
2023 Q4	–	Sell	-6,816	Closed	-$365K	–	2145
2023 Q3	$365K	Sell	6,816 -23,644	-78%	-$1.13M	﹤0.01%	1523
2023 Q2	$1.25M	Sell	30,460 -1,870	-6%	-$71.1K	0.01%	1006
2023 Q1	$1.4M	Buy	+32,330	New	+$1.36M	0.01%	921
2022 Q4	–	Sell	-19,231	Closed	-$676K	–	1886
2022 Q3	$676K	Buy	+19,231	New	+$609K	0.01%	1100
2021 Q2	–	Sell	-21,333	Closed	-$302K	–	1653
2021 Q1	$302K	Buy	+21,333	New	+$255K	﹤0.01%	1248

Other funds holding PBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AE Wealth Management's PBF Position: Q2 2026 in Review

AE Wealth Management increased its PBF Energy (PBF) stake by 25% in Q2 2026, buying an estimated $50.3K and bringing the position to 5,973 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

AE Wealth Management first reported a position in PBF in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2023. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

AE Wealth Management held 5,973 shares of PBF Energy worth $272K as of Q2 2026.
AE Wealth Management bought 1,208 PBF Energy shares in Q2 2026, an estimated $50.3K.
PBF Energy made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1538 holding.
AE Wealth Management first reported a position in PBF Energy in Q1 2021 and has held it in 7 quarters since.
AE Wealth Management's PBF Energy position peaked at $1.4M in Q1 2023.
439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.