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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

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

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. 458 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.
  • 458 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.