Roxbury Financial’s New Jersey Resources NJR Stock Holding History

Roxbury 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 Q3	$45K	Buy	889 +4	+0.5%	+$222	0.03%	212
2026 Q2	$49.6K	Buy	885 +373	+73%	+$20.9K	0.04%	200
2026 Q1	$28.1K	Buy	512 +4	+0.8%	+$207	0.03%	231
2025 Q4	$23.4K	Buy	508 +5	+1%	+$231	0.02%	241
2025 Q3	$24.2K	Buy	503 +4	+0.8%	+$186	0.02%	235
2025 Q2	$22.3K	Buy	499 +5	+1%	+$234	0.02%	235
2025 Q1	$23.9K	Buy	494 +4	+0.8%	+$190	0.02%	227
2024 Q4	$25.3K	Buy	+490	New	+$23.2K	0.02%	222

Other funds holding NJR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Roxbury Financial's NJR Position: Q3 2026 in Review

Roxbury Financial increased its New Jersey Resources (NJR) stake by 0.45% in Q3 2026, buying an estimated $222 and bringing the position to 889 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #212.

Roxbury Financial first reported a position in NJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $49.6K in Q2 2026. 317 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

Roxbury Financial held 889 shares of New Jersey Resources worth $45K as of Q3 2026.
Roxbury Financial bought 4 New Jersey Resources shares in Q3 2026, an estimated $222.
New Jersey Resources made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #212 holding.
Roxbury Financial first reported a position in New Jersey Resources in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's New Jersey Resources position peaked at $49.6K in Q2 2026.
317 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.