Action Point Financial Planning’s New Jersey Resources NJR Stock Holding History

Action Point Financial Planning’s Portfolio NJR Stock Details NJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.6K	Buy	+905	New	+$50.6K	0.01%	811

Other funds holding NJR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Action Point Financial Planning's NJR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in New Jersey Resources (NJR) in Q2 2026: 905 shares worth $50.6K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings.

453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Action Point Financial Planning held 905 shares of New Jersey Resources worth $50.6K as of Q2 2026.
New Jersey Resources was a new Action Point Financial Planning position in Q2 2026.
New Jersey Resources made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #811 holding.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.