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Rothschild Investment LLC’s New Jersey Resources NJR Stock Holding History

Rothschild Investment LLC’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 		$354K Buy
6,313
+5,344
+551% +$299K 0.01% 710
2026
Q1 		$53.2K Buy
969
+682
+238% +$35.3K ﹤0.01% 1092
2025
Q4 		$13.2K Buy
287
+112
+64% +$5.17K ﹤0.01% 1481
2025
Q3 		$8.43K Buy
175
+5
+3% +$233 ﹤0.01% 1510
2025
Q2 		$7.62K Buy
170
+20
+13% +$937 ﹤0.01% 1316
2025
Q1 		$7.36K Buy
150
+15
+11% +$711 ﹤0.01% 1272
2024
Q4 		$6.3K Buy
135
+30
+29% +$1.42K ﹤0.01% 1269
2024
Q3 		$4.96K Buy
105
+55
+110% +$2.51K ﹤0.01% 1296
2024
Q2 		$2.14K Buy
50
+40
+400% +$1.73K ﹤0.01% 1373
2024
Q1 		$429 Buy
+10
New +$422 ﹤0.01% 1412

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's NJR Position: Q2 2026 in Review

Rothschild Investment LLC increased its New Jersey Resources (NJR) stake by 551% in Q2 2026, buying an estimated $299K and bringing the position to 6,313 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #710.

Rothschild Investment LLC first reported a position in NJR in Q1 2024 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Rothschild Investment LLC held 6,313 shares of New Jersey Resources worth $354K as of Q2 2026.
  • Rothschild Investment LLC bought 5,344 New Jersey Resources shares in Q2 2026, an estimated $299K.
  • New Jersey Resources made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #710 holding.
  • Rothschild Investment LLC first reported a position in New Jersey Resources in Q1 2024 and has held it in 10 quarters since.
  • 211 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.