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UMB Bank’s New Jersey Resources NJR Stock Holding History

UMB Bank’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
Q1 		$126K Buy
2,292
+31
+1% +$1.6K ﹤0.01% 872
2025
Q4 		$104K Buy
2,261
+581
+35% +$26.8K ﹤0.01% 932
2025
Q3 		$80.9K Buy
1,680
+277
+20% +$12.9K ﹤0.01% 959
2025
Q2 		$62.9K Sell
1,403
-341
-20% -$16K ﹤0.01% 1031
2025
Q1 		$85.6K Buy
1,744
+905
+108% +$42.9K ﹤0.01% 828
2024
Q4 		$39.1K Buy
839
+345
+70% +$16.4K ﹤0.01% 1005
2024
Q3 		$23.3K Buy
494
+381
+337% +$17.4K ﹤0.01% 1156
2024
Q2 		$4.83K Buy
113
+62
+122% +$2.67K ﹤0.01% 1445
2024
Q1 		$2.19K Buy
+51
New +$2.15K ﹤0.01% 1514
2022
Q2 		– Sell
-27
Closed -$1K – 1991
2022
Q1 		$1K Sell
27
-32
-54% -$1.33K ﹤0.01% 1922
2021
Q4 		$2K Buy
+59
New +$2.28K ﹤0.01% 1826

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UMB Bank's NJR Position: Q1 2026 in Review

UMB Bank increased its New Jersey Resources (NJR) stake by 1.4% in Q1 2026, buying an estimated $1.6K and bringing the position to 2,292 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

UMB Bank first reported a position in NJR in Q4 2021 and has held it in 11 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • UMB Bank held 2,292 shares of New Jersey Resources worth $126K as of Q1 2026.
  • UMB Bank bought 31 New Jersey Resources shares in Q1 2026, an estimated $1.6K.
  • New Jersey Resources made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #872 holding.
  • UMB Bank first reported a position in New Jersey Resources in Q4 2021 and has held it in 11 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.