Atlantic Private Wealth’s PBF Energy PBF Stock Holding History

Atlantic Private Wealth’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	$5.4K	Buy	119 +1	+0.8%	+$42	﹤0.01%	192
2026 Q1	$5.61K	Buy	118 +1	+0.9%	+$37	﹤0.01%	204
2025 Q4	$3.17K	Buy	117 +1	+0.9%	+$32	﹤0.01%	220
2025 Q3	$3.5K	Buy	116 +1	+0.9%	+$26	﹤0.01%	208
2025 Q2	$2.49K	Buy	115 +2	+2%	+$38	﹤0.01%	207
2025 Q1	$2.16K	Buy	113 +1	+0.9%	+$25	﹤0.01%	198
2024 Q4	$2.96K	Buy	112 +2	+2%	+$61	﹤0.01%	188
2024 Q3	$3.42K	Hold	110	–	–	﹤0.01%	169
2024 Q2	$5.05K	Buy	110 +1	+0.9%	+$51	﹤0.01%	88
2024 Q1	$6.29K	Hold	109	–	–	0.01%	91
2023 Q4	$4.78K	Buy	109 +1	+0.9%	+$45	﹤0.01%	90
2023 Q3	$5.79K	Hold	108	–	–	0.01%	89
2023 Q2	$4.41K	Buy	108 +1	+0.9%	+$38	﹤0.01%	87
2023 Q1	$4.64K	Buy	+107	New	+$4.51K	﹤0.01%	80

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

Atlantic Private Wealth's PBF Position: Q2 2026 in Review

Atlantic Private Wealth increased its PBF Energy (PBF) stake by 0.85% in Q2 2026, buying an estimated $42 and bringing the position to 119 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Atlantic Private Wealth first reported a position in PBF in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.29K in Q1 2024. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

Atlantic Private Wealth held 119 shares of PBF Energy worth $5.4K as of Q2 2026.
Atlantic Private Wealth bought 1 PBF Energy share in Q2 2026, an estimated $42.
PBF Energy made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #192 holding.
Atlantic Private Wealth first reported a position in PBF Energy in Q1 2023 and has held it in 14 quarters since.
Atlantic Private Wealth's PBF Energy position peaked at $6.29K in Q1 2024.
439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.