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Kapitalo Investimentos’s PBF Energy PBF Stock Holding History

Kapitalo Investimentos’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
2025
Q3 		– Sell
-19,757
Closed -$428K – 116
2025
Q2 		$428K Buy
+19,757
New +$376K 0.09% 42
2024
Q2 		– Sell
-13,797
Closed -$794K – 269
2024
Q1 		$794K Buy
13,797
+4,737
+52% +$232K 0.17% 54
2023
Q4 		$398K Sell
9,060
-6,152
-40% -$279K 0.08% 134
2023
Q3 		$814K Buy
+15,212
New +$724K 0.11% 58
2023
Q2 		– Sell
-9,666
Closed -$419K – 645
2023
Q1 		$419K Buy
+9,666
New +$407K 0.14% 58

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kapitalo Investimentos's PBF Position: Q3 2025 in Review

Kapitalo Investimentos sold out of PBF Energy (PBF) in Q3 2025, closing a stake of 19,757 shares — an estimated $428K sold.

Kapitalo Investimentos first reported a position in PBF in Q1 2023 and held it in 5 quarters. The position peaked at $814K in Q3 2023. 348 funds tracked by Wall St. Rank hold PBF as of Q3 2025.

  • Kapitalo Investimentos reported no remaining PBF Energy position as of Q3 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 19,757 PBF Energy shares in Q3 2025, an estimated $428K.
  • Kapitalo Investimentos first reported a position in PBF Energy in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's PBF Energy position peaked at $814K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held PBF Energy as of Q3 2025.

Based on Kapitalo Investimentos's 13F filing for Q3 2025, filed 3 Nov 2025.