DiNuzzo Private Wealth’s PBF Energy PBF Stock Holding History

DiNuzzo 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	$956	Buy	21 +1	+5%	+$42	﹤0.01%	910
2026 Q1	$953	Sell	20 -4	-17%	-$150	﹤0.01%	884
2025 Q4	$651	Buy	24 +21	+700%	+$673	﹤0.01%	1010
2025 Q3	$82	Hold	3	–	–	﹤0.01%	1318
2025 Q2	$66	Sell	3 -2	-40%	-$38	﹤0.01%	1311
2025 Q1	$96	Sell	5 -1	-17%	-$25	﹤0.01%	1301
2024 Q4	$160	Sell	6 -5	-45%	-$152	﹤0.01%	1298
2024 Q3	$341	Sell	11 -5	-31%	-$182	﹤0.01%	1206
2024 Q2	$737	Buy	16 +3	+23%	+$154	﹤0.01%	912
2024 Q1	$749	Hold	13	–	–	﹤0.01%	834
2023 Q4	$572	Buy	+13	New	+$590	﹤0.01%	933

Other funds holding PBF

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return