LIS
PBF icon

Legacy Investment Solutions’s PBF Energy PBF Stock Holding History

Legacy Investment Solutions’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
Q2 		$694 Buy
+32
New +$608 ﹤0.01% 628
2024
Q4 		$891 Hold
32
– – ﹤0.01% 606
2024
Q3 		$971 Buy
+32
New +$1.16K ﹤0.01% 548

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legacy Investment Solutions's PBF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in PBF Energy (PBF) in Q2 2025: 32 shares worth $694. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PBF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PBF in Q3 2024 and has held it in 3 quarters since. The position peaked at $971 in Q3 2024. 315 funds tracked by Wall St. Rank hold PBF as of Q2 2025.

  • Legacy Investment Solutions held 32 shares of PBF Energy worth $694 as of Q2 2025.
  • PBF Energy was a new Legacy Investment Solutions position in Q2 2025.
  • PBF Energy made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #628 holding.
  • Legacy Investment Solutions first reported a position in PBF Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's PBF Energy position peaked at $971 in Q3 2024.
  • 315 funds tracked by Wall St. Rank held PBF Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.