Jones Financial Companies
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Jones Financial Companies’s PBF Energy PBF Stock Holding History

Jones Financial Companies’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 		$3.58M Buy
82,996
+18,275
+28% +$760K ﹤0.01% 1339
2026
Q1 		$3.32M Buy
64,721
+43,031
+198% +$1.61M ﹤0.01% 1237
2025
Q4 		$588K Buy
21,690
+16,103
+288% +$516K ﹤0.01% 1442
2025
Q3 		$182K Sell
5,587
-202
-3% -$5.28K ﹤0.01% 1821
2025
Q2 		$126K Sell
5,789
-1,401
-19% -$26.6K ﹤0.01% 1843
2025
Q1 		$136K Buy
7,190
+865
+14% +$21.5K ﹤0.01% 1642
2024
Q4 		$168K Sell
6,325
-492
-7% -$15K ﹤0.01% 1429
2024
Q3 		$214K Buy
6,817
+2,499
+58% +$90.8K ﹤0.01% 1109
2024
Q2 		$199K Buy
4,318
+1,588
+58% +$81.3K ﹤0.01% 839
2024
Q1 		$157K Buy
2,730
+2,602
+2,033% +$127K ﹤0.01% 503
2023
Q4 		$5.63K Buy
+128
New +$5.81K ﹤0.01% 748
2021
Q1 		– Sell
-176
Closed -$1K – 840
2020
Q4 		$1K Buy
+176
New +$1.15K ﹤0.01% 657

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

Jones Financial Companies's PBF Position: Q2 2026 in Review

Jones Financial Companies increased its PBF Energy (PBF) stake by 28% in Q2 2026, buying an estimated $760K and bringing the position to 82,996 shares worth $3.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Jones Financial Companies first reported a position in PBF in Q4 2020 and has held it in 12 quarters since. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Jones Financial Companies held 82,996 shares of PBF Energy worth $3.58M as of Q2 2026.
  • Jones Financial Companies bought 18,275 PBF Energy shares in Q2 2026, an estimated $760K.
  • PBF Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1339 holding.
  • Jones Financial Companies first reported a position in PBF Energy in Q4 2020 and has held it in 12 quarters since.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.