Spirit of America Management Corp’s PBF Energy PBF Stock Holding History

Spirit of America Management Corp’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	$1.7M	Sell	37,250 -2,000	-5%	-$83.2K	0.32%	90
2026 Q1	$1.87M	Hold	39,250	–	–	0.37%	78
2025 Q4	$1.06M	Sell	39,250 -1,000	-2%	-$32K	0.23%	119
2025 Q3	$1.21M	Sell	40,250 -13,500	-25%	-$353K	0.24%	112
2025 Q2	$1.16M	Hold	53,750	–	–	0.24%	106
2025 Q1	$1.03M	Sell	53,750 -6,000	-10%	-$149K	0.21%	114
2024 Q4	$1.59M	Hold	59,750	–	–	0.32%	75
2024 Q3	$1.85M	Hold	59,750	–	–	0.37%	67
2024 Q2	$2.75M	Buy	59,750 +12,000	+25%	+$614K	0.56%	45
2024 Q1	$2.75M	Buy	47,750 +20,750	+77%	+$1.02M	0.55%	45
2023 Q4	$1.19M	Buy	+27,000	New	+$1.23M	0.26%	90

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

Spirit of America Management Corp's PBF Position: Q2 2026 in Review

Spirit of America Management Corp reduced its PBF Energy (PBF) stake by 5.1% in Q2 2026, selling an estimated $83.2K and leaving 37,250 shares worth $1.7M. The position accounts for 0.32% of the portfolio, ranked #90.

Spirit of America Management Corp first reported a position in PBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.75M in Q2 2024. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

Spirit of America Management Corp held 37,250 shares of PBF Energy worth $1.7M as of Q2 2026.
Spirit of America Management Corp sold 2,000 PBF Energy shares in Q2 2026, an estimated $83.2K.
PBF Energy made up 0.32% of Spirit of America Management Corp's portfolio in Q2 2026, its #90 holding.
Spirit of America Management Corp first reported a position in PBF Energy in Q4 2023 and has held it in 11 quarters since.
Spirit of America Management Corp's PBF Energy position peaked at $2.75M in Q2 2024.
439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.