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Summit Securities Group’s PBF Energy PBF Stock Holding History

Summit Securities 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
Q1 		– Sell
-666
Closed -$18.1K – 1300
2025
Q4 		$18.1K Buy
+666
New +$21.3K ﹤0.01% 813
2023
Q1 		– Sell
-3,600
Closed -$147K – 1160
2022
Q4 		$147K Buy
+3,600
New +$150K 0.01% 531

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

Summit Securities Group's PBF Position: Q1 2026 in Review

Summit Securities Group sold out of PBF Energy (PBF) in Q1 2026, closing a stake of 666 shares — an estimated $18.1K sold.

Summit Securities Group first reported a position in PBF in Q4 2022 and held it in 2 quarters. The position peaked at $147K in Q4 2022. 419 funds tracked by Wall St. Rank hold PBF as of Q1 2026.

  • Summit Securities Group reported no remaining PBF Energy position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 666 PBF Energy shares in Q1 2026, an estimated $18.1K.
  • Summit Securities Group first reported a position in PBF Energy in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's PBF Energy position peaked at $147K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held PBF Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.