SVB Wealth’s PBF Energy PBF Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-382	Closed	-$7.29K	–	1276
2025 Q1	$7.29K	Buy	+382	New	+$9.51K	﹤0.01%	950

Other funds holding PBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SVB Wealth's PBF Position: Q2 2025 in Review

SVB Wealth sold out of PBF Energy (PBF) in Q2 2025, closing a stake of 382 shares — an estimated $7.29K sold.

SVB Wealth first reported a position in PBF in Q1 2025 and held it in 1 quarter. The position peaked at $7.29K in Q1 2025. 315 funds tracked by Wall St. Rank hold PBF as of Q2 2025.

SVB Wealth reported no remaining PBF Energy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 382 PBF Energy shares in Q2 2025, an estimated $7.29K.
SVB Wealth first reported a position in PBF Energy in Q1 2025 and held it in 1 quarter.
SVB Wealth's PBF Energy position peaked at $7.29K in Q1 2025.
315 funds tracked by Wall St. Rank held PBF Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.