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True Wealth Design’s PBF Energy PBF Stock Holding History

True Wealth Design’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 		$52K Buy
1,143
+627
+122% +$26.1K 0.01% 473
2026
Q1 		$24.6K Hold
516
– – 0.01% 633
2025
Q4 		$14K Sell
516
-29
-5% -$929 ﹤0.01% 732
2025
Q3 		$16.4K Buy
545
+452
+486% +$11.8K 0.01% 676
2025
Q2 		$2.02K Sell
93
-423
-82% -$8.04K ﹤0.01% 1183
2025
Q1 		$9.85K Buy
+516
New +$12.8K ﹤0.01% 479

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

True Wealth Design's PBF Position: Q2 2026 in Review

True Wealth Design increased its PBF Energy (PBF) stake by 122% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,143 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #473.

True Wealth Design first reported a position in PBF in Q1 2025 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • True Wealth Design held 1,143 shares of PBF Energy worth $52K as of Q2 2026.
  • True Wealth Design bought 627 PBF Energy shares in Q2 2026, an estimated $26.1K.
  • PBF Energy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #473 holding.
  • True Wealth Design first reported a position in PBF Energy in Q1 2025 and has held it in 6 quarters since.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.