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

Merit 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 		$345K Buy
6,159
+2,278
+59% +$127K ﹤0.01% 1729
2026
Q1 		$213K Buy
+3,881
New +$201K ﹤0.01% 1883

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Merit Financial Group increased its New Jersey Resources (NJR) stake by 59% in Q2 2026, buying an estimated $127K and bringing the position to 6,159 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Merit Financial Group first reported a position in NJR in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Merit Financial Group held 6,159 shares of New Jersey Resources worth $345K as of Q2 2026.
  • Merit Financial Group bought 2,278 New Jersey Resources shares in Q2 2026, an estimated $127K.
  • New Jersey Resources made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1729 holding.
  • Merit Financial Group first reported a position in New Jersey Resources in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.