Groupe la Francaise’s New Jersey Resources NJR Stock Holding History

Groupe la Francaise’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	$441K	Sell	7,872 -634	-7%	-$35.5K	0.01%	346
2026 Q1	$467K	Buy	8,506 +420	+5%	+$21.7K	0.01%	322
2025 Q4	$373K	Sell	8,086 -761	-9%	-$35.2K	0.01%	337
2025 Q3	$426K	Buy	+8,847	New	+$412K	0.01%	365
2025 Q2	–	Sell	-7,739	Closed	-$374K	–	480
2025 Q1	$374K	Sell	7,739 -520	-6%	-$24.7K	0.01%	328
2024 Q4	$382K	Buy	+8,259	New	+$392K	0.01%	252

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Groupe la Francaise's NJR Position: Q2 2026 in Review

Groupe la Francaise reduced its New Jersey Resources (NJR) stake by 7.5% in Q2 2026, selling an estimated $35.5K and leaving 7,872 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #346.

Groupe la Francaise first reported a position in NJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $467K in Q1 2026. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Groupe la Francaise held 7,872 shares of New Jersey Resources worth $441K as of Q2 2026.
Groupe la Francaise sold 634 New Jersey Resources shares in Q2 2026, an estimated $35.5K.
New Jersey Resources made up 0.01% of Groupe la Francaise's portfolio in Q2 2026, its #346 holding.
Groupe la Francaise first reported a position in New Jersey Resources in Q4 2024 and has held it in 6 quarters since.
Groupe la Francaise's New Jersey Resources position peaked at $467K in Q1 2026.
459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Groupe la Francaise's 13F filing for Q2 2026, filed 25 Aug 2026.