MPWT
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MassMutual Private Wealth & Trust’s PBF Energy PBF Stock Holding History

MassMutual Private Wealth & Trust’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 		$52.7K Sell
685
-140
-17% -$9.47K ﹤0.01% 720
2026
Q2 		$37.6K Sell
825
-37
-4% -$1.54K ﹤0.01% 886
2026
Q1 		$41K Sell
862
-512
-37% -$19.2K ﹤0.01% 828
2025
Q4 		$37.3K Sell
1,374
-38
-3% -$1.22K ﹤0.01% 891
2025
Q3 		$42.6K Hold
1,412
– – ﹤0.01% 853
2025
Q2 		$30.6K Buy
1,412
+1,248
+761% +$23.7K ﹤0.01% 940
2025
Q1 		$3.13K Sell
164
-29
-15% -$722 ﹤0.01% 1780
2024
Q4 		$5.12K Buy
193
+169
+704% +$5.14K ﹤0.01% 1526
2024
Q3 		$743 Sell
24
-17
-41% -$618 ﹤0.01% 1918
2024
Q2 		$1.89K Hold
41
– – ﹤0.01% 1658
2024
Q1 		$2.36K Buy
41
+4
+11% +$196 ﹤0.01% 1493
2023
Q4 		$1.63K Sell
37
-23
-38% -$1.04K ﹤0.01% 1569
2023
Q3 		$3.21K Hold
60
– – ﹤0.01% 1378
2023
Q2 		$2.46K Sell
60
-95
-61% -$3.61K ﹤0.01% 1417
2023
Q1 		$6.72K Buy
155
+76
+96% +$3.2K ﹤0.01% 1069
2022
Q4 		$3K Buy
79
+49
+163% +$2.04K ﹤0.01% 1171
2022
Q3 		$1K Buy
+30
New +$950 ﹤0.01% 1480

Other funds holding PBF

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's PBF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its PBF Energy (PBF) stake by 17% in Q3 2026, selling an estimated $9.47K and leaving 685 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

MassMutual Private Wealth & Trust first reported a position in PBF in Q3 2022 and has held it in 17 quarters since. 14 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

  • MassMutual Private Wealth & Trust held 685 shares of PBF Energy worth $52.7K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 140 PBF Energy shares in Q3 2026, an estimated $9.47K.
  • PBF Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #720 holding.
  • MassMutual Private Wealth & Trust first reported a position in PBF Energy in Q3 2022 and has held it in 17 quarters since.
  • 14 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.