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Allworth Financial’s New Jersey Resources NJR Stock Holding History

Allworth Financial’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 		$830K Buy
14,805
+1,081
+8% +$60.5K ﹤0.01% 784
2026
Q1 		$754K Sell
13,724
-176
-1% -$9.1K ﹤0.01% 803
2025
Q4 		$641K Buy
13,900
+42
+0.3% +$1.94K ﹤0.01% 832
2025
Q3 		$667K Sell
13,858
-15,459
-53% -$720K ﹤0.01% 789
2025
Q2 		$1.31M Buy
29,317
+161
+0.6% +$7.55K 0.01% 570
2025
Q1 		$1.44M Sell
29,156
-2,082
-7% -$98.7K 0.01% 462
2024
Q4 		$1.46M Buy
31,238
+29,787
+2,053% +$1.41M 0.01% 464
2024
Q3 		$68.5K Buy
1,451
+27
+2% +$1.23K ﹤0.01% 1257
2024
Q2 		$65.4K Buy
1,424
+363
+34% +$15.7K ﹤0.01% 1245
2024
Q1 		$45.5K Buy
1,061
+16
+2% +$675 ﹤0.01% 1336
2023
Q4 		$46.6K Sell
1,045
-2
-0.2% -$85 ﹤0.01% 1229
2023
Q3 		$42.5K Buy
1,047
+25
+2% +$1.09K ﹤0.01% 1177
2023
Q2 		$48.2K Buy
1,022
+6
+0.6% +$302 ﹤0.01% 1137
2023
Q1 		$54.1K Buy
1,016
+946
+1,351% +$48.2K ﹤0.01% 1046
2022
Q4 		$3.47K Buy
70
+49
+233% +$2.24K ﹤0.01% 2034
2022
Q3 		$1K Buy
21
+3
+17% +$134 ﹤0.01% 2443
2022
Q2 		$1K Hold
18
– – ﹤0.01% 2204
2022
Q1 		$1K Sell
18
-195
-92% -$8.12K ﹤0.01% 1976
2021
Q4 		$9K Buy
+213
New +$8.23K ﹤0.01% 1412

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Allworth Financial's NJR Position: Q2 2026 in Review

Allworth Financial increased its New Jersey Resources (NJR) stake by 7.9% in Q2 2026, buying an estimated $60.5K and bringing the position to 14,805 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Allworth Financial first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2024. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Allworth Financial held 14,805 shares of New Jersey Resources worth $830K as of Q2 2026.
  • Allworth Financial bought 1,081 New Jersey Resources shares in Q2 2026, an estimated $60.5K.
  • New Jersey Resources made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #784 holding.
  • Allworth Financial first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
  • Allworth Financial's New Jersey Resources position peaked at $1.46M in Q4 2024.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.