MFG
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Merit Financial Group’s PBF Energy PBF Stock Holding History

Merit Financial 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
Q2 		$791K Buy
17,382
+7,071
+69% +$294K ﹤0.01% 1203
2026
Q1 		$491K Buy
10,311
+411
+4% +$15.4K ﹤0.01% 1384
2025
Q4 		$268K Buy
9,900
+325
+3% +$10.4K ﹤0.01% 1627
2025
Q3 		$289K Buy
9,575
+276
+3% +$7.21K ﹤0.01% 1481
2025
Q2 		$202K Buy
+9,299
New +$177K ﹤0.01% 1562

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Merit Financial Group's PBF Position: Q2 2026 in Review

Merit Financial Group increased its PBF Energy (PBF) stake by 69% in Q2 2026, buying an estimated $294K and bringing the position to 17,382 shares worth $791K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Merit Financial Group first reported a position in PBF in Q2 2025 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Merit Financial Group held 17,382 shares of PBF Energy worth $791K as of Q2 2026.
  • Merit Financial Group bought 7,071 PBF Energy shares in Q2 2026, an estimated $294K.
  • PBF Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1203 holding.
  • Merit Financial Group first reported a position in PBF Energy in Q2 2025 and has held it in 5 quarters since.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.