Prestige Wealth Management Group’s PBF Energy PBF Stock Holding History

Prestige Wealth Management 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	$4.46K	Hold	98	–	–	﹤0.01%	606
2026 Q1	$4.67K	Hold	98	–	–	﹤0.01%	567
2025 Q4	$2.66K	Hold	98	–	–	﹤0.01%	708
2025 Q3	$2.96K	Hold	98	–	–	﹤0.01%	662
2025 Q2	$2.12K	Buy	+98	New	+$1.86K	﹤0.01%	723
2024 Q4	–	Sell	-300	Closed	-$9.29K	–	1064
2024 Q3	$9.29K	Buy	+300	New	+$10.9K	﹤0.01%	468
2022 Q4	–	Sell	-186	Closed	-$7K	–	1177
2022 Q3	$7K	Hold	186	–	–	﹤0.01%	489
2022 Q2	$5K	Hold	186	–	–	﹤0.01%	598
2022 Q1	$5K	Hold	186	–	–	﹤0.01%	623
2021 Q4	$2K	Hold	186	–	–	﹤0.01%	818
2021 Q3	$2K	Hold	186	–	–	﹤0.01%	810
2021 Q2	$3K	Hold	186	–	–	﹤0.01%	743
2021 Q1	$3K	Hold	186	–	–	﹤0.01%	733
2020 Q4	$1K	Buy	+186	New	+$1.21K	﹤0.01%	876
2019 Q1	–	Sell	-73	Closed	-$2K	–	950
2018 Q4	$2K	Buy	+73	New	+$2.94K	﹤0.01%	851

Other funds holding PBF

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prestige Wealth Management Group's PBF Position: Q2 2026 in Review

Prestige Wealth Management Group held its PBF Energy (PBF) position steady in Q2 2026 at 98 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Prestige Wealth Management Group first reported a position in PBF in Q4 2018 and has held it in 15 quarters since. The position peaked at $9.29K in Q3 2024. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

Prestige Wealth Management Group held 98 shares of PBF Energy worth $4.46K as of Q2 2026.
Prestige Wealth Management Group left its PBF Energy share count unchanged in Q2 2026.
PBF Energy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #606 holding.
Prestige Wealth Management Group first reported a position in PBF Energy in Q4 2018 and has held it in 15 quarters since.
Prestige Wealth Management Group's PBF Energy position peaked at $9.29K in Q3 2024.
439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.