Perpetual Ltd’s PBF Energy PBF Stock Holding History

Perpetual Ltd’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	–	Sell	-9,308	Closed	-$424K	–	425
2026 Q2	$424K	Buy	+9,308	New	+$387K	0.01%	359

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

Perpetual Ltd's PBF Position: Q3 2026 in Review

Perpetual Ltd sold out of PBF Energy (PBF) in Q3 2026, closing a stake of 9,308 shares — an estimated $424K sold.

Perpetual Ltd first reported a position in PBF in Q2 2026 and held it in 1 quarter. The position peaked at $424K in Q2 2026. 152 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

Perpetual Ltd reported no remaining PBF Energy position as of Q3 2026 after selling out during the quarter.
Perpetual Ltd sold 9,308 PBF Energy shares in Q3 2026, an estimated $424K.
Perpetual Ltd first reported a position in PBF Energy in Q2 2026 and held it in 1 quarter.
Perpetual Ltd's PBF Energy position peaked at $424K in Q2 2026.
152 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.