Root Financial Partners
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Root Financial Partners’s New Jersey Resources NJR Stock Holding History

Root Financial 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
Q3 		$35.4K Buy
+700
New +$38.8K ﹤0.01% 1254
2026
Q2 		– Sell
-526
Closed -$28.9K – 2189
2026
Q1 		$28.9K Buy
526
+190
+57% +$9.8K ﹤0.01% 1139
2025
Q4 		$15.5K Buy
336
+50
+17% +$2.31K ﹤0.01% 1299
2025
Q3 		$13.8K Buy
+286
New +$13.3K ﹤0.01% 1298

Other funds holding NJR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Root Financial Partners's NJR Position: Q3 2026 in Review

Root Financial Partners opened a new position in New Jersey Resources (NJR) in Q3 2026: 700 shares worth $35.4K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NJR as recently as Q1 2026.

Root Financial Partners first reported a position in NJR in Q3 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Root Financial Partners held 700 shares of New Jersey Resources worth $35.4K as of Q3 2026.
  • New Jersey Resources was a new Root Financial Partners position in Q3 2026.
  • New Jersey Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1254 holding.
  • Root Financial Partners first reported a position in New Jersey Resources in Q3 2025 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.