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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
Q2 		$127K Sell
2,266
-26
-1% -$1.46K ﹤0.01% 935
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 $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

UMB Bank's NJR Position: Q2 2026 in Review

UMB Bank reduced its New Jersey Resources (NJR) stake by 1.1% in Q2 2026, selling an estimated $1.46K and leaving 2,266 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

UMB Bank first reported a position in NJR in Q4 2021 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • UMB Bank held 2,266 shares of New Jersey Resources worth $127K as of Q2 2026.
  • UMB Bank sold 26 New Jersey Resources shares in Q2 2026, an estimated $1.46K.
  • New Jersey Resources made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #935 holding.
  • UMB Bank first reported a position in New Jersey Resources in Q4 2021 and has held it in 12 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.