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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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. 440 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.
440 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.