SFG
NJR icon

Strive Financial Group’s New Jersey Resources NJR Stock Holding History

Strive Financial Group’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 		$224 Buy
+4
New +$224 ﹤0.01% 792
2026
Q1 		– Sell
-7
Closed -$323 – 818
2025
Q4 		$323 Buy
+7
New +$323 ﹤0.01% 662

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

Strive Financial Group's NJR Position: Q2 2026 in Review

Strive Financial Group opened a new position in New Jersey Resources (NJR) in Q2 2026: 4 shares worth $224. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Strive Financial Group previously reported a position in NJR as recently as Q4 2025.

Strive Financial Group first reported a position in NJR in Q4 2025 and has held it in 2 quarters since. The position peaked at $323 in Q4 2025. 454 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Strive Financial Group held 4 shares of New Jersey Resources worth $224 as of Q2 2026.
  • New Jersey Resources was a new Strive Financial Group position in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #792 holding.
  • Strive Financial Group first reported a position in New Jersey Resources in Q4 2025 and has held it in 2 quarters since.
  • Strive Financial Group's New Jersey Resources position peaked at $323 in Q4 2025.
  • 454 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.