RFP
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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
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

Other funds holding PBF

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Root Financial Partners's PBF Position: Q2 2026 in Review

Root Financial Partners sold out of PBF Energy (PBF) in Q2 2026, closing a stake of 475 shares — an estimated $22.6K sold.

Root Financial Partners first reported a position in PBF in Q3 2025 and held it in 3 quarters. The position peaked at $22.6K in Q1 2026. 101 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Root Financial Partners reported no remaining PBF Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 475 PBF Energy shares in Q2 2026, an estimated $22.6K.
  • Root Financial Partners first reported a position in PBF Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's PBF Energy position peaked at $22.6K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.