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Integrated Wealth Concepts’s PBF Energy PBF Stock Holding History

Integrated Wealth Concepts’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 		$396K Buy
8,690
+3,786
+77% +$158K ﹤0.01% 1917
2026
Q1 		$234K Buy
+4,904
New +$184K ﹤0.01% 2009

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's PBF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its PBF Energy (PBF) stake by 77% in Q2 2026, buying an estimated $158K and bringing the position to 8,690 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Integrated Wealth Concepts first reported a position in PBF in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Integrated Wealth Concepts held 8,690 shares of PBF Energy worth $396K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,786 PBF Energy shares in Q2 2026, an estimated $158K.
  • PBF Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1917 holding.
  • Integrated Wealth Concepts first reported a position in PBF Energy in Q1 2026 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.