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Faithward Advisors’s New Jersey Resources NJR Stock Holding History

Faithward 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
Q2 		$276K Sell
4,933
-14,838
-75% -$830K 0.03% 282
2026
Q1 		$1.78M Buy
19,771
+14,925
+308% +$771K 0.25% 95
2025
Q4 		$223K Sell
4,846
-579
-11% -$26.8K 0.03% 309
2025
Q3 		$261K Buy
5,425
+530
+11% +$24.7K 0.04% 263
2025
Q2 		$219K Hold
4,895
– – 0.03% 248
2025
Q1 		$240K Hold
4,895
– – 0.04% 236
2024
Q4 		$228K Sell
4,895
-39
-0.8% -$1.85K 0.04% 225
2024
Q3 		$233K Hold
4,934
– – 0.04% 245
2024
Q2 		$211K Sell
4,934
-151
-3% -$6.51K 0.04% 240
2024
Q1 		$218K Buy
+5,085
New +$214K 0.04% 235

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

Faithward Advisors's NJR Position: Q2 2026 in Review

Faithward Advisors reduced its New Jersey Resources (NJR) stake by 75% in Q2 2026, selling an estimated $830K and leaving 4,933 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #282.

Faithward Advisors first reported a position in NJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q1 2026. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Faithward Advisors held 4,933 shares of New Jersey Resources worth $276K as of Q2 2026.
  • Faithward Advisors sold 14,838 New Jersey Resources shares in Q2 2026, an estimated $830K.
  • New Jersey Resources made up 0.03% of Faithward Advisors's portfolio in Q2 2026, its #282 holding.
  • Faithward Advisors first reported a position in New Jersey Resources in Q1 2024 and has held it in 10 quarters since.
  • Faithward Advisors's New Jersey Resources position peaked at $1.78M in Q1 2026.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.