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 Q3	$7.65M	Buy	95,271 +4,582	+5%	+$310K	0.01%	850
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Wealth Enhancement Advisory Services's PBF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its PBF Energy (PBF) stake by 5.1% in Q3 2026, buying an estimated $310K and bringing the position to 95,271 shares worth $7.65M. The position accounts for 0.01% of the portfolio, ranked #850.

Wealth Enhancement Advisory Services first reported a position in PBF in Q4 2014 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

Wealth Enhancement Advisory Services held 95,271 shares of PBF Energy worth $7.65M as of Q3 2026.
Wealth Enhancement Advisory Services bought 4,582 PBF Energy shares in Q3 2026, an estimated $310K.
PBF Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #850 holding.
Wealth Enhancement Advisory Services first reported a position in PBF Energy in Q4 2014 and has held it in 9 quarters since.
372 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.