UBS Group’s PBF Energy PBF Stock Holding History

UBS 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 Q2	–	Sell	-175,000	Closed	-$8.33M	–	10880
2026 Q1	$8.33M	Buy	+175,000	New	+$6.56M	﹤0.01%	3545
2024 Q1	–	Sell	-58,800	Closed	-$2.58M	–	9842
2023 Q4	$2.58M	Buy	+58,800	New	+$2.67M	﹤0.01%	3540
2022 Q2	–	Sell	-79,900	Closed	-$1.95M	–	10756
2022 Q1	$1.95M	Buy	79,900 +47,900	+150%	+$905K	﹤0.01%	3452
2021 Q4	$415K	Buy	+32,000	New	+$443K	﹤0.01%	5126
2019 Q4	–	Sell	-23,500	Closed	-$639K	–	8327
2019 Q3	$639K	Buy	+23,500	New	+$600K	﹤0.01%	4345
2016 Q2	–	Sell	-75,000	Closed	-$2.49M	–	7909
2016 Q1	$2.49M	Buy	75,000 +74,600	+18,650%	+$2.38M	﹤0.01%	2473
2015 Q4	$15K	Hold	400	–	–	﹤0.01%	7012
2015 Q3	$11K	Hold	400	–	–	﹤0.01%	7208
2015 Q2	$11K	Sell	400 -1,000	-71%	-$28.1K	﹤0.01%	7397
2015 Q1	$47K	Sell	1,400 -17,300	-93%	-$502K	﹤0.01%	6115
2014 Q4	$498K	Buy	+18,700	New	+$487K	﹤0.01%	4215

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

UBS Group's PBF Position: Q2 2026 in Review

UBS Group reduced its PBF Energy (PBF) stake by 26% in Q2 2026, selling an estimated $7.7M and leaving 533,874 shares worth $24.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

UBS Group first reported a position in PBF in Q4 2014 and has held it in 47 quarters since. The position peaked at $47.7M in Q4 2022. 440 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

UBS Group held 533,874 shares of PBF Energy worth $24.3M as of Q2 2026.
UBS Group sold 185,023 PBF Energy shares in Q2 2026, an estimated $7.7M.
PBF Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2482 holding.
UBS Group first reported a position in PBF Energy in Q4 2014 and has held it in 47 quarters since.
UBS Group's PBF Energy position peaked at $47.7M in Q4 2022.
440 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.