Larson Financial Group
PBF icon

Larson Financial Group’s PBF Energy PBF Stock Holding History

Larson Financial Group’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
Q3 		$35K Buy
455
+273
+150% +$18.5K ﹤0.01% 1785
2026
Q2 		$8.28K Sell
182
-14
-7% -$583 ﹤0.01% 2524
2026
Q1 		$9.33K Buy
196
+30
+18% +$1.12K ﹤0.01% 2290
2025
Q4 		$4.5K Sell
166
-18
-10% -$576 ﹤0.01% 2500
2025
Q3 		$5.55K Buy
184
+110
+149% +$2.88K ﹤0.01% 2319
2025
Q2 		$1.6K Buy
+74
New +$1.41K ﹤0.01% 2492
2024
Q4 		– Sell
-3
Closed -$93 – 2867
2024
Q3 		$93 Buy
+3
New +$109 ﹤0.01% 2548

Other funds holding PBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Larson Financial Group's PBF Position: Q3 2026 in Review

Larson Financial Group increased its PBF Energy (PBF) stake by 150% in Q3 2026, buying an estimated $18.5K and bringing the position to 455 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Larson Financial Group first reported a position in PBF in Q3 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

  • Larson Financial Group held 455 shares of PBF Energy worth $35K as of Q3 2026.
  • Larson Financial Group bought 273 PBF Energy shares in Q3 2026, an estimated $18.5K.
  • PBF Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1785 holding.
  • Larson Financial Group first reported a position in PBF Energy in Q3 2024 and has held it in 7 quarters since.
  • 304 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.