Optimist Retirement Group’s PBF Energy PBF Stock Holding History

Optimist Retirement 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	$542K	Buy	+7,049	New	+$477K	0.22%	70

Other funds holding PBF

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Optimist Retirement Group's PBF Position: Q3 2026 in Review

Optimist Retirement Group opened a new position in PBF Energy (PBF) in Q3 2026: 7,049 shares worth $542K. The stake represents 0.22% of the portfolio and ranks #70 among its holdings.

152 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

Optimist Retirement Group held 7,049 shares of PBF Energy worth $542K as of Q3 2026.
PBF Energy was a new Optimist Retirement Group position in Q3 2026.
PBF Energy made up 0.22% of Optimist Retirement Group's portfolio in Q3 2026, its #70 holding.
152 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.