PWPS
PBF icon

Pinnacle Wealth Planning Services’s PBF Energy PBF Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$234K Sell
4,921
-111
-2% -$4.16K 0.02% 423
2025
Q4 		$136K Buy
+5,032
New +$161K 0.01% 627

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's PBF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its PBF Energy (PBF) stake by 2.2% in Q1 2026, selling an estimated $4.16K and leaving 4,921 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #423.

Pinnacle Wealth Planning Services first reported a position in PBF in Q4 2025 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold PBF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,921 shares of PBF Energy worth $234K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 111 PBF Energy shares in Q1 2026, an estimated $4.16K.
  • PBF Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #423 holding.
  • Pinnacle Wealth Planning Services first reported a position in PBF Energy in Q4 2025 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held PBF Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.