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Principal Securities’s PBF Energy PBF Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-45
Closed -$1.36K – 2871
2025
Q3 		$1.36K Hold
45
– – ﹤0.01% 3325
2025
Q2 		$975 Sell
45
-11
-20% -$209 ﹤0.01% 3343
2025
Q1 		$1.49K Hold
56
– – ﹤0.01% 3116
2024
Q4 		$1.49K Hold
56
– – ﹤0.01% 3110
2024
Q3 		$1.73K Sell
56
-260
-82% -$9.45K ﹤0.01% 2994
2024
Q2 		$14.5K Buy
316
+233
+281% +$11.9K ﹤0.01% 2224
2024
Q1 		$4.78K Buy
83
+54
+186% +$2.65K ﹤0.01% 2625
2023
Q4 		$1.27K Buy
+29
New +$1.32K ﹤0.01% 2900

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's PBF Position: Q4 2025 in Review

Principal Securities sold out of PBF Energy (PBF) in Q4 2025, closing a stake of 45 shares — an estimated $1.36K sold.

Principal Securities first reported a position in PBF in Q4 2023 and held it in 8 quarters. The position peaked at $14.5K in Q2 2024. 352 funds tracked by Wall St. Rank hold PBF as of Q4 2025.

  • Principal Securities reported no remaining PBF Energy position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 45 PBF Energy shares in Q4 2025, an estimated $1.36K.
  • Principal Securities first reported a position in PBF Energy in Q4 2023 and held it in 8 quarters.
  • Principal Securities's PBF Energy position peaked at $14.5K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held PBF Energy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.