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Institute for Wealth Management’s PBF Energy PBF Stock Holding History

Institute for 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 		$34.1K Buy
+750
New +$31.2K ﹤0.01% 984
2022
Q3 		– Sell
-15,874
Closed -$461K – 506
2022
Q2 		$461K Hold
15,874
– – 0.09% 289
2022
Q1 		$387K Buy
+15,874
New +$300K 0.06% 348

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Institute for Wealth Management's PBF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in PBF Energy (PBF) in Q2 2026: 750 shares worth $34.1K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PBF as recently as Q2 2022.

Institute for Wealth Management first reported a position in PBF in Q1 2022 and has held it in 3 quarters since. The position peaked at $461K in Q2 2022. 440 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Institute for Wealth Management held 750 shares of PBF Energy worth $34.1K as of Q2 2026.
  • PBF Energy was a new Institute for Wealth Management position in Q2 2026.
  • PBF Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #984 holding.
  • Institute for Wealth Management first reported a position in PBF Energy in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's PBF Energy position peaked at $461K in Q2 2022.
  • 440 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.