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Newbridge Financial Services Group’s New Jersey Resources NJR Stock Holding History

Newbridge Financial Services 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 		$50.3K Hold
898
– – 0.01% 489
2026
Q1 		$49.3K Hold
898
– – 0.01% 422
2025
Q4 		$41.4K Hold
898
– – 0.01% 471
2025
Q3 		$43.2K Hold
898
– – 0.01% 542
2025
Q2 		$40.2K Sell
898
-200
-18% -$9.37K 0.01% 546
2025
Q1 		$53.9K Hold
1,098
– – 0.01% 356
2024
Q4 		$51.2K Buy
+1,098
New +$52K 0.01% 402
2024
Q3 		– Sell
-1,240
Closed -$53K – 945
2024
Q2 		$53K Hold
1,240
– – 0.02% 363
2024
Q1 		$53.2K Hold
1,240
– – 0.02% 385
2023
Q4 		$55.3K Sell
1,240
-251
-17% -$10.7K 0.03% 370
2023
Q3 		$60.6K Buy
1,491
+1
+0.1% +$44 0.03% 374
2023
Q2 		$70.3K Sell
1,490
-160
-10% -$8.06K 0.03% 382
2023
Q1 		$87.8K Buy
1,650
+100
+6% +$5.09K 0.05% 339
2022
Q4 		$76.9K Hold
1,550
– – 0.04% 360
2022
Q3 		$60K Hold
1,550
– – 0.04% 411
2022
Q2 		$69K Hold
1,550
– – 0.04% 335
2022
Q1 		$71K Hold
1,550
– – 0.03% 382
2021
Q4 		$64K Hold
1,550
– – 0.03% 402
2021
Q3 		$54K Sell
1,550
-2,550
-62% -$96.5K 0.03% 395
2021
Q2 		$162K Sell
4,100
-300
-7% -$12.7K 0.1% 207
2021
Q1 		$175K Buy
4,400
+1,050
+31% +$40K 0.13% 178
2020
Q4 		$119K Buy
3,350
+100
+3% +$3.25K 0.1% 200
2020
Q3 		$88K Buy
+3,250
New +$98.9K 0.09% 211

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

Newbridge Financial Services Group's NJR Position: Q2 2026 in Review

Newbridge Financial Services Group held its New Jersey Resources (NJR) position steady in Q2 2026 at 898 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #489.

Newbridge Financial Services Group first reported a position in NJR in Q3 2020 and has held it in 23 quarters since. The position peaked at $175K in Q1 2021. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Newbridge Financial Services Group held 898 shares of New Jersey Resources worth $50.3K as of Q2 2026.
  • Newbridge Financial Services Group left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #489 holding.
  • Newbridge Financial Services Group first reported a position in New Jersey Resources in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's New Jersey Resources position peaked at $175K in Q1 2021.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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