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Wealthspire Advisors (New York)’s PBF Energy PBF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-631
Closed -$19K – 2327
2025
Q3 		$19K Buy
+631
New +$16.5K ﹤0.01% 1710

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State Street
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Dimensional Fund Advisors
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s PBF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PBF Energy (PBF) in Q4 2025, closing a stake of 631 shares — an estimated $19K sold.

Wealthspire Advisors (New York) first reported a position in PBF in Q3 2025 and held it in 1 quarter. The position peaked at $19K in Q3 2025. 352 funds tracked by Wall St. Rank hold PBF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PBF Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 631 PBF Energy shares in Q4 2025, an estimated $19K.
  • Wealthspire Advisors (New York) first reported a position in PBF Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PBF Energy position peaked at $19K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held PBF Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.