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Bay Harbor Wealth Management’s New Jersey Resources NJR Stock Holding History

Bay Harbor Wealth Management’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 		$1.19K Buy
21
+3
+17% +$168 ﹤0.01% 799
2026
Q1 		$995 Buy
18
+7
+64% +$362 ﹤0.01% 777
2025
Q4 		$512 Buy
11
+5
+83% +$231 ﹤0.01% 852
2025
Q3 		$291 Buy
6
+2
+50% +$93 ﹤0.01% 924
2025
Q2 		$181 Hold
4
– – ﹤0.01% 956
2025
Q1 		$197 Buy
+4
New +$190 ﹤0.01% 681

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's NJR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its New Jersey Resources (NJR) stake by 17% in Q2 2026, buying an estimated $168 and bringing the position to 21 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Bay Harbor Wealth Management first reported a position in NJR in Q1 2025 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Bay Harbor Wealth Management held 21 shares of New Jersey Resources worth $1.19K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 New Jersey Resources shares in Q2 2026, an estimated $168.
  • New Jersey Resources made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #799 holding.
  • Bay Harbor Wealth Management first reported a position in New Jersey Resources in Q1 2025 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.