Measured Wealth Private Client Group’s PBF Energy PBF Stock Holding History

Measured Wealth Private Client 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	$633K	Buy	+8,227	New	+$557K	0.16%	91
2023 Q3	–	Sell	-6,636	Closed	-$272K	–	181
2023 Q2	$272K	Sell	6,636 -6,229	-48%	-$237K	0.1%	147
2023 Q1	$558K	Buy	12,865 +4,845	+60%	+$204K	0.21%	71
2022 Q4	$327K	Buy	+8,020	New	+$333K	0.13%	107
2018 Q4	–	Sell	-355	Closed	-$18K	–	516
2018 Q3	$18K	Buy	+355	New	+$16.9K	0.01%	535

Other funds holding PBF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Measured Wealth Private Client Group's PBF Position: Q3 2026 in Review

Measured Wealth Private Client Group opened a new position in PBF Energy (PBF) in Q3 2026: 8,227 shares worth $633K. The stake represents 0.16% of the portfolio and ranks #91 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in PBF as recently as Q2 2023.

Measured Wealth Private Client Group first reported a position in PBF in Q3 2018 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

Measured Wealth Private Client Group held 8,227 shares of PBF Energy worth $633K as of Q3 2026.
PBF Energy was a new Measured Wealth Private Client Group position in Q3 2026.
PBF Energy made up 0.16% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #91 holding.
Measured Wealth Private Client Group first reported a position in PBF Energy in Q3 2018 and has held it in 5 quarters since.
304 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.