FineMark National Bank & Trust’s New Jersey Resources NJR Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$828K	Sell	17,943 -4,459	-20%	-$206K	0.03%	252
2025 Q3	$1.08M	Hold	22,402	–	–	0.04%	228
2025 Q2	$1M	Hold	22,402	–	–	0.03%	222
2025 Q1	$1.1M	Hold	22,402	–	–	0.04%	203
2024 Q4	$1.05M	Hold	22,402	–	–	0.04%	208
2024 Q3	$1.06M	Hold	22,402	–	–	0.04%	214
2024 Q2	$957K	Hold	22,402	–	–	0.04%	204
2024 Q1	$961K	Hold	22,402	–	–	0.04%	216
2023 Q4	$999K	Sell	22,402 -125	-0.6%	-$5.33K	0.04%	207
2023 Q3	$915K	Hold	22,527	–	–	0.04%	199
2023 Q2	$1.06M	Hold	22,527	–	–	0.04%	191
2023 Q1	$1.2M	Hold	22,527	–	–	0.05%	177
2022 Q4	$1.12M	Hold	22,527	–	–	0.05%	180
2022 Q3	$872K	Hold	22,527	–	–	0.04%	201
2022 Q2	$1M	Hold	22,527	–	–	0.04%	199
2022 Q1	$1.03M	Hold	22,527	–	–	0.04%	205
2021 Q4	$925K	Hold	22,527	–	–	0.04%	227
2021 Q3	$784K	Sell	22,527 -4,151	-16%	-$157K	0.03%	231
2021 Q2	$1.06M	Hold	26,678	–	–	0.04%	211
2021 Q1	$1.06M	Hold	26,678	–	–	0.05%	207
2020 Q4	$948K	Hold	26,678	–	–	0.04%	209
2020 Q3	$721K	Hold	26,678	–	–	0.03%	212
2020 Q2	$871K	Buy	26,678 +204	+0.8%	+$6.76K	0.05%	184
2020 Q1	$899K	Hold	26,474	–	–	0.06%	167
2019 Q4	$1.18M	Sell	26,474 -1,326	-5%	-$57.3K	0.06%	163
2019 Q3	$1.26M	Hold	27,800	–	–	0.07%	153
2019 Q2	$1.38M	Buy	27,800 +1,326	+5%	+$65.3K	0.08%	143
2019 Q1	$1.32M	Hold	26,474	–	–	0.08%	141
2018 Q4	$1.21M	Hold	26,474	–	–	0.08%	143
2018 Q3	$1.22M	Hold	26,474	–	–	0.07%	144
2018 Q2	$1.19M	Hold	26,474	–	–	0.07%	152
2018 Q1	$1.06M	Buy	26,474 +18,330	+225%	+$714K	0.07%	161
2017 Q4	$327K	Hold	8,144	–	–	0.02%	282
2017 Q3	$343K	Sell	8,144 -34	-0.4%	-$1.44K	0.02%	276
2017 Q2	$325K	Buy	8,178 +34	+0.4%	+$1.4K	0.02%	273
2017 Q1	$323K	Hold	8,144	–	–	0.02%	275
2016 Q4	$289K	Hold	8,144	–	–	0.02%	286
2016 Q3	$268K	Hold	8,144	–	–	0.03%	287
2016 Q2	$314K	Hold	8,144	–	–	0.04%	263
2016 Q1	$297K	Hold	8,144	–	–	0.03%	262
2015 Q4	$268K	Hold	8,144	–	–	0.03%	276
2015 Q3	$245K	Hold	8,144	–	–	0.03%	301
2015 Q2	$224K	Hold	8,144	–	–	0.03%	319
2015 Q1	$253K	Hold	8,144	–	–	0.03%	303
2014 Q4	$249K	Hold	8,144	–	–	0.04%	313
2014 Q3	$206K	Hold	8,144	–	–	0.03%	331
2014 Q2	$233K	Hold	8,144	–	–	0.04%	308
2014 Q1	$203K	Hold	8,144	–	–	0.04%	311
2013 Q4	$188K	Sell	8,144 -404	-5%	-$9.09K	0.04%	315
2013 Q3	$188K	Hold	8,548	–	–	0.05%	308
2013 Q2	$179K	Buy	+8,548	New	+$193K	0.05%	291

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FineMark National Bank & Trust's NJR Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its New Jersey Resources (NJR) stake by 20% in Q4 2025, selling an estimated $206K and leaving 17,943 shares worth $828K. The position accounts for 0.03% of the portfolio, ranked #252.

FineMark National Bank & Trust first reported a position in NJR in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.38M in Q2 2019. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

FineMark National Bank & Trust held 17,943 shares of New Jersey Resources worth $828K as of Q4 2025.
FineMark National Bank & Trust sold 4,459 New Jersey Resources shares in Q4 2025, an estimated $206K.
New Jersey Resources made up 0.03% of FineMark National Bank & Trust's portfolio in Q4 2025, its #252 holding.
FineMark National Bank & Trust first reported a position in New Jersey Resources in Q2 2013 and has held it in 51 quarters since.
FineMark National Bank & Trust's New Jersey Resources position peaked at $1.38M in Q2 2019.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.