Wealth Enhancement Advisory Services’s PBF Energy PBF Stock Holding History

Wealth Enhancement Advisory Services’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	$4.34M	Buy	90,689 +40,418	+80%	+$1.68M	0.01%	1102
2026 Q1	$2.08M	Buy	50,271 +9,965	+25%	+$373K	﹤0.01%	1377
2025 Q4	$1.1M	Buy	40,306 +511	+1%	+$16.4K	﹤0.01%	1898
2025 Q3	$1.19M	Buy	39,795 +2,165	+6%	+$56.6K	﹤0.01%	1743
2025 Q2	$907K	Buy	+37,630	New	+$715K	﹤0.01%	1815
2019 Q1	–	Sell	-35,928	Closed	-$1.31M	–	208
2018 Q4	$1.31M	Buy	+35,928	New	+$1.45M	0.08%	94
2015 Q2	–	Sell	-19,120	Closed	-$649K	–	121
2015 Q1	$649K	Buy	19,120 +4,395	+30%	+$128K	0.25%	90
2014 Q4	$392K	Buy	+14,725	New	+$384K	0.15%	105

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

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's PBF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PBF Energy (PBF) stake by 80% in Q2 2026, buying an estimated $1.68M and bringing the position to 90,689 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #1102.

Wealth Enhancement Advisory Services first reported a position in PBF in Q4 2014 and has held it in 8 quarters since. 57 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

Wealth Enhancement Advisory Services held 90,689 shares of PBF Energy worth $4.34M as of Q2 2026.
Wealth Enhancement Advisory Services bought 40,418 PBF Energy shares in Q2 2026, an estimated $1.68M.
PBF Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1102 holding.
Wealth Enhancement Advisory Services first reported a position in PBF Energy in Q4 2014 and has held it in 8 quarters since.
57 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.