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Spire Wealth Management’s PBF Energy PBF Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-700
Closed -$19K – 2367
2025
Q4 		$19K Sell
700
-2,370
-77% -$75.9K ﹤0.01% 1503
2025
Q3 		$92.6K Hold
3,070
– – ﹤0.01% 1014
2025
Q2 		$66.5K Buy
3,070
+200
+7% +$3.8K ﹤0.01% 1112
2025
Q1 		$54.8K Buy
2,870
+210
+8% +$5.23K ﹤0.01% 1243
2024
Q4 		$70.6K Buy
2,660
+585
+28% +$17.8K ﹤0.01% 1155
2024
Q3 		$64.2K Buy
2,075
+221
+12% +$8.03K ﹤0.01% 1057
2024
Q2 		$85.3K Sell
1,854
-110
-6% -$5.63K ﹤0.01% 943
2024
Q1 		$113K Sell
1,964
-40
-2% -$1.96K ﹤0.01% 955
2023
Q4 		$85.6K Sell
2,004
-40
-2% -$1.82K ﹤0.01% 1034
2023
Q3 		$109K Sell
2,044
-188
-8% -$8.95K ﹤0.01% 926
2023
Q2 		$91.4K Buy
2,232
+25
+1% +$950 ﹤0.01% 996
2023
Q1 		$95.7K Buy
2,207
+642
+41% +$27K ﹤0.01% 988
2022
Q4 		$64K Sell
1,565
-250
-14% -$10.4K ﹤0.01% 902
2022
Q3 		$64K Sell
1,815
-625
-26% -$19.8K ﹤0.01% 866
2022
Q2 		$71K Sell
2,440
-2,860
-54% -$89.5K ﹤0.01% 1161
2022
Q1 		$129K Sell
5,300
-240
-4% -$4.54K ﹤0.01% 1078
2021
Q4 		$72K Buy
5,540
+80
+1% +$1.11K ﹤0.01% 1551
2021
Q3 		$71K Hold
5,460
– – ﹤0.01% 1332
2021
Q2 		$84K Hold
5,460
– – ﹤0.01% 1254
2021
Q1 		$77K Buy
+5,460
New +$65.2K ﹤0.01% 1514

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's PBF Position: Q1 2026 in Review

Spire Wealth Management sold out of PBF Energy (PBF) in Q1 2026, closing a stake of 700 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in PBF in Q1 2021 and held it in 20 quarters. The position peaked at $129K in Q1 2022. 419 funds tracked by Wall St. Rank hold PBF as of Q1 2026.

  • Spire Wealth Management reported no remaining PBF Energy position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 700 PBF Energy shares in Q1 2026, an estimated $19K.
  • Spire Wealth Management first reported a position in PBF Energy in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's PBF Energy position peaked at $129K in Q1 2022.
  • 419 funds tracked by Wall St. Rank held PBF Energy as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.