PWPS
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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
Q2 		$15.7K Sell
345
-4,576
-93% -$190K ﹤0.01% 1883
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 $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 $3.38T AUM 44.17% 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

Pinnacle Wealth Planning Services's PBF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its PBF Energy (PBF) stake by 93% in Q2 2026, selling an estimated $190K and leaving 345 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Pinnacle Wealth Planning Services first reported a position in PBF in Q4 2025 and has held it in 3 quarters since. The position peaked at $234K in Q1 2026. 440 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 345 shares of PBF Energy worth $15.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4,576 PBF Energy shares in Q2 2026, an estimated $190K.
  • PBF Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1883 holding.
  • Pinnacle Wealth Planning Services first reported a position in PBF Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's PBF Energy position peaked at $234K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.