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Larson Financial Group’s New Jersey Resources NJR Stock Holding History

Larson Financial Group’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 		$6.39K Buy
114
+11
+11% +$615 ﹤0.01% 2657
2026
Q1 		$5.66K Buy
103
+10
+11% +$517 ﹤0.01% 2539
2025
Q4 		$4.29K Buy
93
+58
+166% +$2.68K ﹤0.01% 2518
2025
Q3 		$1.69K Hold
35
– – ﹤0.01% 2772
2025
Q2 		$1.57K Sell
35
-21
-38% -$984 ﹤0.01% 2501
2025
Q1 		$2.75K Buy
56
+39
+229% +$1.85K ﹤0.01% 2069
2024
Q4 		$793 Hold
17
– – ﹤0.01% 2092
2024
Q3 		$802 Buy
17
+6
+55% +$274 ﹤0.01% 2029
2024
Q2 		$470 Buy
+11
New +$474 ﹤0.01% 1854

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

Larson Financial Group's NJR Position: Q2 2026 in Review

Larson Financial Group increased its New Jersey Resources (NJR) stake by 11% in Q2 2026, buying an estimated $615 and bringing the position to 114 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Larson Financial Group first reported a position in NJR in Q2 2024 and has held it in 9 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Larson Financial Group held 114 shares of New Jersey Resources worth $6.39K as of Q2 2026.
  • Larson Financial Group bought 11 New Jersey Resources shares in Q2 2026, an estimated $615.
  • New Jersey Resources made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2657 holding.
  • Larson Financial Group first reported a position in New Jersey Resources in Q2 2024 and has held it in 9 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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