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Tompkins Financial’s New Jersey Resources NJR Stock Holding History

Tompkins 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 		$15.2K Hold
300
– – ﹤0.01% 434
2026
Q2 		$16.8K Hold
300
– – ﹤0.01% 417
2026
Q1 		$16.5K Hold
300
– – ﹤0.01% 410
2025
Q4 		$13.8K Hold
300
– – ﹤0.01% 416
2025
Q3 		$14.4K Hold
300
– – ﹤0.01% 416
2025
Q2 		$13.4K Hold
300
– – ﹤0.01% 418
2025
Q1 		$14.7K Hold
300
– – ﹤0.01% 421
2024
Q4 		$14K Hold
300
– – ﹤0.01% 410
2024
Q3 		$14.2K Hold
300
– – ﹤0.01% 447
2024
Q2 		$12.8K Hold
300
– – ﹤0.01% 471
2024
Q1 		$12.9K Buy
+300
New +$12.7K ﹤0.01% 481

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Tompkins Financial's NJR Position: Q3 2026 in Review

Tompkins Financial held its New Jersey Resources (NJR) position steady in Q3 2026 at 300 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Tompkins Financial first reported a position in NJR in Q1 2024 and has held it in 11 quarters since. The position peaked at $16.8K in Q2 2026. 15 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Tompkins Financial held 300 shares of New Jersey Resources worth $15.2K as of Q3 2026.
  • Tompkins Financial left its New Jersey Resources share count unchanged in Q3 2026.
  • New Jersey Resources made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #434 holding.
  • Tompkins Financial first reported a position in New Jersey Resources in Q1 2024 and has held it in 11 quarters since.
  • Tompkins Financial's New Jersey Resources position peaked at $16.8K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.