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

Private 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	$21.3K	Hold	468	–	–	﹤0.01%	370
2026 Q1	$22.3K	Hold	468	–	–	0.01%	313
2025 Q4	$12.7K	Hold	468	–	–	﹤0.01%	441
2025 Q3	$14.1K	Hold	468	–	–	﹤0.01%	420
2025 Q2	$10.1K	Buy	468 +417	+818%	+$7.93K	﹤0.01%	485
2025 Q1	$974	Sell	51 -153	-75%	-$3.81K	﹤0.01%	1275
2024 Q4	$5.42K	Buy	204 +27	+15%	+$822	﹤0.01%	709
2024 Q3	$5.48K	Sell	177 -21	-11%	-$763	﹤0.01%	690
2024 Q2	$9.11K	Sell	198 -24	-11%	-$1.23K	﹤0.01%	466
2024 Q1	$12.8K	Sell	222 -33	-13%	-$1.62K	0.01%	356
2023 Q4	$11.2K	Buy	+255	New	+$11.6K	0.01%	384

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

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

Private Wealth Management Group held its PBF Energy (PBF) position steady in Q2 2026 at 468 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Private Wealth Management Group first reported a position in PBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.3K in Q1 2026. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

Private Wealth Management Group held 468 shares of PBF Energy worth $21.3K as of Q2 2026.
Private Wealth Management Group left its PBF Energy share count unchanged in Q2 2026.
PBF Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #370 holding.
Private Wealth Management Group first reported a position in PBF Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's PBF Energy position peaked at $22.3K in Q1 2026.
439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.