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Legacy Wealth Management (Idaho)’s PBF Energy PBF Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-59
Closed -$2.81K – 722
2026
Q1 		$2.81K Hold
59
– – ﹤0.01% 719
2025
Q4 		$1.6K Buy
59
+27
+84% +$865 ﹤0.01% 694
2025
Q3 		$966 Hold
32
– – ﹤0.01% 625
2025
Q2 		$694 Hold
32
– – ﹤0.01% 628
2025
Q1 		$611 Hold
32
– – ﹤0.01% 685
2024
Q4 		$891 Hold
32
– – ﹤0.01% 606
2024
Q3 		$971 Buy
+32
New +$1.16K ﹤0.01% 548

Other funds holding PBF

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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

Legacy Wealth Management (Idaho)'s PBF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of PBF Energy (PBF) in Q2 2026, closing a stake of 59 shares — an estimated $2.81K sold.

Legacy Wealth Management (Idaho) first reported a position in PBF in Q3 2024 and held it in 7 quarters. The position peaked at $2.81K in Q1 2026. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining PBF Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 59 PBF Energy shares in Q2 2026, an estimated $2.81K.
  • Legacy Wealth Management (Idaho) first reported a position in PBF Energy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s PBF Energy position peaked at $2.81K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.