LRI Investments’s PBF Energy PBF Stock Holding History

LRI Investments’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	$455	Buy	+10	New	+$416	﹤0.01%	1555

Other funds holding PBF

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's PBF Position: Q2 2026 in Review

LRI Investments opened a new position in PBF Energy (PBF) in Q2 2026: 10 shares worth $455. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings.

113 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

LRI Investments held 10 shares of PBF Energy worth $455 as of Q2 2026.
PBF Energy was a new LRI Investments position in Q2 2026.
PBF Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1555 holding.
113 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.