RAFFA WEALTH MANAGEMENT, LLC’s PBF Energy PBF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$91	Sell	2 -1	-33%	-$42	﹤0.01%	1405
2026 Q1	$143	Buy	+3	New	+$112	﹤0.01%	1235
2023 Q3	–	Sell	-29	Closed	-$1.19K	–	1074
2023 Q2	$1.19K	Hold	29	–	–	﹤0.01%	749
2023 Q1	$1.26K	Hold	29	–	–	﹤0.01%	728
2022 Q4	$1.18K	Hold	29	–	–	﹤0.01%	726
2022 Q3	$1.02K	Sell	29 -29	-50%	-$919	﹤0.01%	799
2022 Q2	$1.68K	Buy	58 +29	+100%	+$907	﹤0.01%	652
2022 Q1	$707	Hold	29	–	–	﹤0.01%	978
2021 Q4	$376	Hold	29	–	–	﹤0.01%	1092
2021 Q3	$376	Hold	29	–	–	﹤0.01%	1075
2021 Q2	$444	Hold	29	–	–	﹤0.01%	1062
2021 Q1	$410	Hold	29	–	–	﹤0.01%	1071
2020 Q4	$206	Hold	29	–	–	﹤0.01%	897
2020 Q3	$165	Hold	29	–	–	﹤0.01%	879
2020 Q2	$297	Hold	29	–	–	﹤0.01%	862
2020 Q1	$205	Hold	29	–	–	﹤0.01%	834
2019 Q4	$910	Hold	29	–	–	﹤0.01%	648
2019 Q3	$789	Buy	+29	New	+$741	﹤0.01%	671
2019 Q2	–	Sell	-29	Closed	-$903	–	1203
2019 Q1	$903	Hold	29	–	–	﹤0.01%	605
2018 Q4	$947	Hold	29	–	–	﹤0.01%	561
2018 Q3	$1.45K	Hold	29	–	–	﹤0.01%	458
2018 Q2	$1.22K	Hold	29	–	–	﹤0.01%	490
2018 Q1	$983	Buy	+29	New	+$936	﹤0.01%	570

Other funds holding PBF

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PBF Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its PBF Energy (PBF) stake by 33% in Q2 2026, selling an estimated $42 and leaving 2 shares worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PBF in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.68K in Q2 2022. 98 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 2 shares of PBF Energy worth $91 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 1 PBF Energy share in Q2 2026, an estimated $42.
PBF Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1405 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in PBF Energy in Q1 2018 and has held it in 23 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's PBF Energy position peaked at $1.68K in Q2 2022.
98 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.