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Waverly Advisors’s PBF Energy PBF Stock Holding History

Waverly 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 		$210K Buy
+4,614
New +$192K ﹤0.01% 1606
2014
Q1 		– Sell
-52
Closed -$2K – 800
2013
Q4 		$2K Hold
52
– – ﹤0.01% 785
2013
Q3 		$1K Buy
+52
New +$1.18K ﹤0.01% 559

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 $3.38T AUM 44.17% 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

Waverly Advisors's PBF Position: Q2 2026 in Review

Waverly Advisors opened a new position in PBF Energy (PBF) in Q2 2026: 4,614 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in PBF as recently as Q4 2013.

Waverly Advisors first reported a position in PBF in Q3 2013 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Waverly Advisors held 4,614 shares of PBF Energy worth $210K as of Q2 2026.
  • PBF Energy was a new Waverly Advisors position in Q2 2026.
  • PBF Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1606 holding.
  • Waverly Advisors first reported a position in PBF Energy in Q3 2013 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.