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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Roxbury Financial's NJR Position: Q2 2026 in Review

Roxbury Financial increased its New Jersey Resources (NJR) stake by 73% in Q2 2026, buying an estimated $20.9K and bringing the position to 885 shares worth $49.6K. The position accounts for 0.04% of the portfolio, ranked #200.

Roxbury Financial first reported a position in NJR in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Roxbury Financial held 885 shares of New Jersey Resources worth $49.6K as of Q2 2026.
Roxbury Financial bought 373 New Jersey Resources shares in Q2 2026, an estimated $20.9K.
New Jersey Resources made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #200 holding.
Roxbury Financial first reported a position in New Jersey Resources in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.