Jones Financial Companies
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Jones Financial Companies’s New Jersey Resources NJR Stock Holding History

Jones Financial Companies’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 		$179K Buy
3,114
+466
+18% +$26.1K ﹤0.01% 2624
2026
Q1 		$145K Buy
2,648
+946
+56% +$48.9K ﹤0.01% 2519
2025
Q4 		$78.5K Sell
1,702
-357
-17% -$16.5K ﹤0.01% 2313
2025
Q3 		$98.4K Buy
2,059
+83
+4% +$3.87K ﹤0.01% 2099
2025
Q2 		$88.3K Buy
1,976
+575
+41% +$27K ﹤0.01% 1984
2025
Q1 		$69.2K Buy
1,401
+287
+26% +$13.6K ﹤0.01% 1933
2024
Q4 		$52K Buy
1,114
+62
+6% +$2.94K ﹤0.01% 1866
2024
Q3 		$49.4K Buy
1,052
+646
+159% +$29.5K ﹤0.01% 1638
2024
Q2 		$17.4K Buy
+406
New +$17.5K ﹤0.01% 1581

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

Jones Financial Companies's NJR Position: Q2 2026 in Review

Jones Financial Companies increased its New Jersey Resources (NJR) stake by 18% in Q2 2026, buying an estimated $26.1K and bringing the position to 3,114 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Jones Financial Companies first reported a position in NJR in Q2 2024 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Jones Financial Companies held 3,114 shares of New Jersey Resources worth $179K as of Q2 2026.
  • Jones Financial Companies bought 466 New Jersey Resources shares in Q2 2026, an estimated $26.1K.
  • New Jersey Resources made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2624 holding.
  • Jones Financial Companies first reported a position in New Jersey Resources in Q2 2024 and has held it in 9 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.