Parkside Financial Bank & Trust’s New Jersey Resources NJR Stock Holding History

Parkside Financial Bank & Trust’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 Q1	$18.2K	Buy	331 +9	+3%	+$465	﹤0.01%	1340
2025 Q4	$14.9K	Buy	322 +83	+35%	+$3.83K	﹤0.01%	1405
2025 Q3	$11.5K	Buy	239 +30	+14%	+$1.4K	﹤0.01%	1477
2025 Q2	$9.37K	Sell	209 -40	-16%	-$1.88K	﹤0.01%	1498
2025 Q1	$12.2K	Buy	249 +215	+632%	+$10.2K	﹤0.01%	1331
2024 Q4	$1.59K	Sell	34 -802	-96%	-$38K	﹤0.01%	1656
2024 Q3	$39.5K	Buy	836 +32	+4%	+$1.46K	0.01%	855
2024 Q2	$34.4K	Buy	804 +26	+3%	+$1.12K	0.01%	876
2024 Q1	$33.4K	Buy	778 +125	+19%	+$5.27K	0.01%	887
2023 Q4	$29.1K	Buy	+653	New	+$27.8K	0.01%	863
2015 Q4	–	Sell	-300	Closed	-$9K	–	1104
2015 Q3	$9K	Buy	+300	New	+$8.53K	0.01%	670

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkside Financial Bank & Trust's NJR Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its New Jersey Resources (NJR) stake by 2.8% in Q1 2026, buying an estimated $465 and bringing the position to 331 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Parkside Financial Bank & Trust first reported a position in NJR in Q3 2015 and has held it in 11 quarters since. The position peaked at $39.5K in Q3 2024. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Parkside Financial Bank & Trust held 331 shares of New Jersey Resources worth $18.2K as of Q1 2026.
Parkside Financial Bank & Trust bought 9 New Jersey Resources shares in Q1 2026, an estimated $465.
New Jersey Resources made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1340 holding.
Parkside Financial Bank & Trust first reported a position in New Jersey Resources in Q3 2015 and has held it in 11 quarters since.
Parkside Financial Bank & Trust's New Jersey Resources position peaked at $39.5K in Q3 2024.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.