Williamson Legacy Group
PBF icon

Williamson Legacy Group’s PBF Energy PBF Stock Holding History

Williamson Legacy Group’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 		$1.64M Buy
+21,261
New +$1.44M 0.99% 42

Other funds holding PBF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Williamson Legacy Group's PBF Position: Q3 2026 in Review

Williamson Legacy Group opened a new position in PBF Energy (PBF) in Q3 2026: 21,261 shares worth $1.64M. The stake represents 0.99% of the portfolio and ranks #42 among its holdings.

454 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

  • Williamson Legacy Group held 21,261 shares of PBF Energy worth $1.64M as of Q3 2026.
  • PBF Energy was a new Williamson Legacy Group position in Q3 2026.
  • PBF Energy made up 0.99% of Williamson Legacy Group's portfolio in Q3 2026, its #42 holding.
  • 454 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Williamson Legacy Group's 13F filing for Q3 2026, filed 13 Nov 2026.