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Sequoia Financial Advisors’s New Jersey Resources NJR Stock Holding History

Sequoia Financial Advisors’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 		$428K Buy
7,640
+932
+14% +$52.1K ﹤0.01% 1438
2026
Q1 		$368K Buy
6,708
+1,197
+22% +$61.9K ﹤0.01% 1440
2025
Q4 		$254K Sell
5,511
-5,205
-49% -$240K ﹤0.01% 1662
2025
Q3 		$516K Buy
+10,716
New +$499K ﹤0.01% 1119

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's NJR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its New Jersey Resources (NJR) stake by 14% in Q2 2026, buying an estimated $52.1K and bringing the position to 7,640 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Sequoia Financial Advisors first reported a position in NJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $516K in Q3 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Sequoia Financial Advisors held 7,640 shares of New Jersey Resources worth $428K as of Q2 2026.
  • Sequoia Financial Advisors bought 932 New Jersey Resources shares in Q2 2026, an estimated $52.1K.
  • New Jersey Resources made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1438 holding.
  • Sequoia Financial Advisors first reported a position in New Jersey Resources in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's New Jersey Resources position peaked at $516K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.