Root Financial Partners
PBF icon

Root Financial Partners’s PBF Energy PBF Stock Holding History

Root Financial Partners’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
Q3 		$163K Buy
+2,117
New +$143K 0.01% 523
2026
Q2 		– Sell
-475
Closed -$22.6K – 2357
2026
Q1 		$22.6K Buy
475
+16
+3% +$599 ﹤0.01% 1245
2025
Q4 		$12.4K Buy
459
+241
+111% +$7.72K ﹤0.01% 1406
2025
Q3 		$6.58K Buy
+218
New +$5.7K ﹤0.01% 1616

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Root Financial Partners's PBF Position: Q3 2026 in Review

Root Financial Partners opened a new position in PBF Energy (PBF) in Q3 2026: 2,117 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PBF as recently as Q1 2026.

Root Financial Partners first reported a position in PBF in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

  • Root Financial Partners held 2,117 shares of PBF Energy worth $163K as of Q3 2026.
  • PBF Energy was a new Root Financial Partners position in Q3 2026.
  • PBF Energy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #523 holding.
  • Root Financial Partners first reported a position in PBF Energy in Q3 2025 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.