Raymond James Financial
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Raymond James Financial’s New Jersey Resources NJR Stock Holding History

Raymond James Financial’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 		$8.86M Buy
158,052
+11,770
+8% +$659K ﹤0.01% 2261
2026
Q1 		$8.03M Buy
146,282
+37,352
+34% +$1.93M ﹤0.01% 2201
2025
Q4 		$5.02M Sell
108,930
-2,762
-2% -$128K ﹤0.01% 2508
2025
Q3 		$5.38M Buy
111,692
+36,117
+48% +$1.68M ﹤0.01% 2407
2025
Q2 		$3.39M Sell
75,575
-619
-0.8% -$29K ﹤0.01% 2662
2025
Q1 		$3.74M Sell
76,194
-2,359
-3% -$112K ﹤0.01% 2519
2024
Q4 		$3.66M Buy
+78,553
New +$3.72M ﹤0.01% 2529

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 $3.38T AUM 44.17% 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

Raymond James Financial's NJR Position: Q2 2026 in Review

Raymond James Financial increased its New Jersey Resources (NJR) stake by 8% in Q2 2026, buying an estimated $659K and bringing the position to 158,052 shares worth $8.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Raymond James Financial first reported a position in NJR in Q4 2024 and has held it in 7 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Raymond James Financial held 158,052 shares of New Jersey Resources worth $8.86M as of Q2 2026.
  • Raymond James Financial bought 11,770 New Jersey Resources shares in Q2 2026, an estimated $659K.
  • New Jersey Resources made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2261 holding.
  • Raymond James Financial first reported a position in New Jersey Resources in Q4 2024 and has held it in 7 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.