Bank of Montreal’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3M | Buy |
41,801
+79
| +0.2% | +$4.08K | ﹤0.01% | 1600 |
|
|
2025
Q4 | $1.92M | Sell |
41,722
-5,167
| -11% | -$239K | ﹤0.01% | 1669 |
|
|
2025
Q3 | $2.26M | Sell |
46,889
-3,428
| -7% | -$160K | ﹤0.01% | 1598 |
|
|
2025
Q2 | $2.26M | Sell |
50,317
-3,432
| -6% | -$161K | ﹤0.01% | 1526 |
|
|
2025
Q1 | $2.64M | Sell |
53,749
-47
| -0.1% | -$2.23K | ﹤0.01% | 1407 |
|
|
2024
Q4 | $2.51M | Sell |
53,796
-4,658
| -8% | -$221K | ﹤0.01% | 1464 |
|
|
2024
Q3 | $2.74M | Sell |
58,454
-5,544
| -9% | -$253K | ﹤0.01% | 1558 |
|
|
2024
Q2 | $2.74M | Sell |
63,998
-1,742
| -3% | -$75.1K | ﹤0.01% | 1520 |
|
|
2024
Q1 | $2.83M | Sell |
65,740
-7,450
| -10% | -$314K | ﹤0.01% | 1462 |
|
|
2023
Q4 | $3.31M | Buy |
73,190
+7,366
| +11% | +$314K | ﹤0.01% | 1457 |
|
|
2023
Q3 | $2.87M | Buy |
65,824
+913
| +1% | +$40K | ﹤0.01% | 1522 |
|
|
2023
Q2 | $3.09M | Sell |
64,911
-8,567
| -12% | -$432K | ﹤0.01% | 1575 |
|
|
2023
Q1 | $3.91M | Sell |
73,478
-4,638
| -6% | -$236K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $3.91M | Buy |
78,116
+13,092
| +20% | +$598K | ﹤0.01% | 1431 |
|
|
2022
Q3 | $2.79K | Buy |
65,024
+1,227
| +2% | +$54.7K | ﹤0.01% | 1656 |
|
|
2022
Q2 | $2.93K | Buy |
63,797
+11,585
| +22% | +$520K | ﹤0.01% | 1704 |
|
|
2022
Q1 | $2.42M | Buy |
52,212
+1,664
| +3% | +$69.3K | ﹤0.01% | 1831 |
|
|
2021
Q4 | $2.08M | Buy |
50,548
+8,404
| +20% | +$325K | ﹤0.01% | 1572 |
|
|
2021
Q3 | $1.5M | Buy |
42,144
+1,394
| +3% | +$52.7K | ﹤0.01% | 2240 |
|
|
2021
Q2 | $1.72M | Buy |
40,750
+1,135
| +3% | +$47.9K | ﹤0.01% | 2152 |
|
|
2021
Q1 | $1.65M | Sell |
39,615
-10,096
| -20% | -$385K | ﹤0.01% | 1888 |
|
|
2020
Q4 | $1.78M | Buy |
49,711
+9,533
| +24% | +$310K | ﹤0.01% | 1884 |
|
|
2020
Q3 | $1.13M | Sell |
40,178
-1,023
| -2% | -$31.1K | ﹤0.01% | 1919 |
|
|
2020
Q2 | $1.24M | Buy |
41,201
+12,913
| +46% | +$428K | ﹤0.01% | 1829 |
|
|
2020
Q1 | $874K | Sell |
28,288
-19,887
| -41% | -$776K | ﹤0.01% | 1752 |
|
|
2019
Q4 | $2.15M | Buy |
48,175
+14,398
| +43% | +$622K | ﹤0.01% | 1844 |
|
|
2019
Q3 | $1.53M | Buy |
33,777
+339
| +1% | +$15.9K | ﹤0.01% | 1858 |
|
|
2019
Q2 | $1.66M | Buy |
33,438
+6,017
| +22% | +$296K | ﹤0.01% | 1800 |
|
|
2019
Q1 | $1.36M | Sell |
27,421
-2,047
| -7% | -$97.4K | ﹤0.01% | 1889 |
|
|
2018
Q4 | $1.35M | Buy |
29,468
+726
| +3% | +$34.2K | ﹤0.01% | 1741 |
|
|
2018
Q3 | $1.33M | Sell |
28,742
-956
| -3% | -$44.1K | ﹤0.01% | 1887 |
|
|
2018
Q2 | $1.33M | Sell |
29,698
-2,070
| -7% | -$87.4K | ﹤0.01% | 1859 |
|
|
2018
Q1 | $1.27M | Sell |
31,768
-4,730
| -13% | -$184K | ﹤0.01% | 1800 |
|
|
2017
Q4 | $1.47M | Sell |
36,498
-384
| -1% | -$16.5K | ﹤0.01% | 1755 |
|
|
2017
Q3 | $1.55M | Sell |
36,882
-892
| -2% | -$37.7K | ﹤0.01% | 1749 |
|
|
2017
Q2 | $1.5M | Buy |
37,774
+202
| +0.5% | +$8.29K | ﹤0.01% | 1787 |
|
|
2017
Q1 | $1.49M | Buy |
37,572
+2,247
| +6% | +$84.8K | ﹤0.01% | 1683 |
|
|
2016
Q4 | $1.22M | Buy |
35,325
+1,886
| +6% | +$64K | ﹤0.01% | 1816 |
|
|
2016
Q3 | $1.1M | Buy |
33,439
+3,137
| +10% | +$111K | ﹤0.01% | 1776 |
|
|
2016
Q2 | $1.17M | Buy |
30,302
+742
| +3% | +$26.8K | ﹤0.01% | 1761 |
|
|
2016
Q1 | $1.08M | Sell |
29,560
-3,673
| -11% | -$127K | ﹤0.01% | 1725 |
|
|
2015
Q4 | $1.09M | Sell |
33,233
-1,222
| -4% | -$37.5K | ﹤0.01% | 1674 |
|
|
2015
Q3 | $1.03M | Sell |
34,455
-3,209
| -9% | -$91.2K | ﹤0.01% | 1565 |
|
|
2015
Q2 | $1.04M | Sell |
37,664
-6,856
| -15% | -$205K | ﹤0.01% | 1652 |
|
|
2015
Q1 | $1.38M | Buy |
44,520
+5,470
| +14% | +$172K | ﹤0.01% | 1507 |
|
|
2014
Q4 | $1.2M | Buy |
39,050
+2,050
| +6% | +$58.3K | ﹤0.01% | 1622 |
|
|
2014
Q3 | $934K | Buy |
37,000
+3,334
| +10% | +$87.7K | ﹤0.01% | 1793 |
|
|
2014
Q2 | $963K | Buy |
33,666
+8,952
| +36% | +$233K | ﹤0.01% | 1764 |
|
|
2014
Q1 | $615K | Sell |
24,714
-2,166
| -8% | -$49.7K | ﹤0.01% | 1933 |
|
|
2013
Q4 | $621K | Buy |
26,880
+446
| +2% | +$10K | ﹤0.01% | 1706 |
|
|
2013
Q3 | $583K | Sell |
26,434
-1,904
| -7% | -$41.7K | ﹤0.01% | 1733 |
|
|
2013
Q2 | $588K | Buy |
+28,338
| New | +$641K | ﹤0.01% | 1659 |
|
Other funds holding NJR
VPM
VCM
EIP
Bank of Montreal's NJR Position: Q1 2026 in Review
Bank of Montreal increased its New Jersey Resources (NJR) stake by 0.19% in Q1 2026, buying an estimated $4.08K and bringing the position to 41,801 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.
Bank of Montreal first reported a position in NJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.91M in Q1 2023. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.
- Bank of Montreal held 41,801 shares of New Jersey Resources worth $2.3M as of Q1 2026.
- Bank of Montreal bought 79 New Jersey Resources shares in Q1 2026, an estimated $4.08K.
- New Jersey Resources made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1600 holding.
- Bank of Montreal first reported a position in New Jersey Resources in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's New Jersey Resources position peaked at $3.91M in Q1 2023.
- 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.