PFS Partners’s New Jersey Resources NJR Stock Holding History

PFS Partners’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	$16.8K	Hold	300	–	–	0.01%	322
2026 Q1	$16.5K	Hold	300	–	–	0.01%	300
2025 Q4	$13.8K	Sell	300 -200	-40%	-$9.24K	0.01%	321
2025 Q3	$24.1K	Hold	500	–	–	0.01%	248
2025 Q2	$22.4K	Hold	500	–	–	0.01%	232
2025 Q1	$24.5K	Hold	500	–	–	0.01%	201
2024 Q4	$23.3K	Hold	500	–	–	0.01%	206
2024 Q3	$23.6K	Hold	500	–	–	0.01%	200
2024 Q2	$21.4K	Hold	500	–	–	0.01%	190
2024 Q1	$21.5K	Sell	500 -500	-50%	-$21.1K	0.01%	192
2023 Q4	$44.6K	Hold	1,000	–	–	0.03%	128
2023 Q3	$40.6K	Hold	1,000	–	–	0.04%	111
2023 Q2	$47.2K	Hold	1,000	–	–	0.04%	108
2023 Q1	$53.2K	Hold	1,000	–	–	0.05%	92
2022 Q4	$49.6K	Sell	1,000 -100	-9%	-$4.57K	0.05%	92
2022 Q3	$42.6K	Sell	1,100 -150	-12%	-$6.69K	0.05%	93
2022 Q2	$55.7K	Sell	1,250 -250	-17%	-$11.2K	0.05%	80
2022 Q1	$68.8K	Hold	1,500	–	–	0.06%	76
2021 Q4	$61.6K	Buy	+1,500	New	+$58K	0.05%	85

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PFS Partners's NJR Position: Q2 2026 in Review

PFS Partners held its New Jersey Resources (NJR) position steady in Q2 2026 at 300 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #322.

PFS Partners first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $68.8K in Q1 2022. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

PFS Partners held 300 shares of New Jersey Resources worth $16.8K as of Q2 2026.
PFS Partners left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up 0.01% of PFS Partners's portfolio in Q2 2026, its #322 holding.
PFS Partners first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
PFS Partners's New Jersey Resources position peaked at $68.8K in Q1 2022.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.