KFI
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Key Financial Inc’s PBF Energy PBF Stock Holding History

Key Financial Inc’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 		$21.5K Buy
473
+1
+0.2% +$42 ﹤0.01% 715
2026
Q1 		$22.5K Sell
472
-1,999
-81% -$74.9K ﹤0.01% 700
2025
Q4 		$67K Sell
2,471
-7,134
-74% -$228K 0.01% 467
2025
Q3 		$288K Buy
9,605
+74
+0.8% +$1.93K 0.05% 239
2025
Q2 		$207K Sell
9,531
-2,011
-17% -$38.2K 0.04% 276
2025
Q1 		$220K Buy
11,542
+118
+1% +$2.94K 0.05% 252
2024
Q4 		$303K Buy
11,424
+96
+0.8% +$2.92K 0.07% 201
2024
Q3 		$351K Buy
11,328
+10,866
+2,352% +$395K 0.08% 191
2024
Q2 		$21.3K Buy
462
+1
+0.2% +$51 0.01% 625
2024
Q1 		$26.6K Hold
461
– – 0.01% 555
2023
Q4 		$20.3K Buy
461
+1
+0.2% +$45 0.01% 587
2023
Q3 		$24.6K Buy
460
+1
+0.2% +$48 0.01% 526
2023
Q2 		$18.8K Hold
459
– – 0.01% 589
2023
Q1 		$19.9K Buy
+459
New +$19.3K 0.01% 547

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

Key Financial Inc's PBF Position: Q2 2026 in Review

Key Financial Inc increased its PBF Energy (PBF) stake by 0.21% in Q2 2026, buying an estimated $42 and bringing the position to 473 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Key Financial Inc first reported a position in PBF in Q1 2023 and has held it in 14 quarters since. The position peaked at $351K in Q3 2024. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Key Financial Inc held 473 shares of PBF Energy worth $21.5K as of Q2 2026.
  • Key Financial Inc bought 1 PBF Energy share in Q2 2026, an estimated $42.
  • PBF Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #715 holding.
  • Key Financial Inc first reported a position in PBF Energy in Q1 2023 and has held it in 14 quarters since.
  • Key Financial Inc's PBF Energy position peaked at $351K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.