Affinity Capital Advisors
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Affinity Capital Advisors’s New Jersey Resources NJR Stock Holding History

Affinity Capital Advisors’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
Q3 		$323K Buy
6,316
+1,452
+30% +$80.4K 0.04% 151
2026
Q2 		$274K Hold
4,864
– – 0.03% 160
2026
Q1 		$267K Buy
4,864
+350
+8% +$18.1K 0.04% 146
2025
Q4 		$208K Buy
+4,514
New +$209K 0.03% 166

Other funds holding NJR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Affinity Capital Advisors's NJR Position: Q3 2026 in Review

Affinity Capital Advisors increased its New Jersey Resources (NJR) stake by 30% in Q3 2026, buying an estimated $80.4K and bringing the position to 6,316 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #151.

Affinity Capital Advisors first reported a position in NJR in Q4 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Affinity Capital Advisors held 6,316 shares of New Jersey Resources worth $323K as of Q3 2026.
  • Affinity Capital Advisors bought 1,452 New Jersey Resources shares in Q3 2026, an estimated $80.4K.
  • New Jersey Resources made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #151 holding.
  • Affinity Capital Advisors first reported a position in New Jersey Resources in Q4 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.