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United Capital Financial Advisors’s PBF Energy PBF Stock Holding History

United Capital Financial Advisors’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 		$241K Buy
5,284
+670
+15% +$27.9K ﹤0.01% 1468
2026
Q1 		$220K Buy
+4,614
New +$173K ﹤0.01% 1516

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

United Capital Financial Advisors's PBF Position: Q2 2026 in Review

United Capital Financial Advisors increased its PBF Energy (PBF) stake by 15% in Q2 2026, buying an estimated $27.9K and bringing the position to 5,284 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

United Capital Financial Advisors first reported a position in PBF in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • United Capital Financial Advisors held 5,284 shares of PBF Energy worth $241K as of Q2 2026.
  • United Capital Financial Advisors bought 670 PBF Energy shares in Q2 2026, an estimated $27.9K.
  • PBF Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1468 holding.
  • United Capital Financial Advisors first reported a position in PBF Energy in Q1 2026 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.