UMB Bank
NJR icon

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
Q3 		$111K Sell
2,203
-63
-3% -$3.49K ﹤0.01% 971
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

UMB Bank's NJR Position: Q3 2026 in Review

UMB Bank reduced its New Jersey Resources (NJR) stake by 2.8% in Q3 2026, selling an estimated $3.49K and leaving 2,203 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

UMB Bank first reported a position in NJR in Q4 2021 and has held it in 13 quarters since. The position peaked at $127K in Q2 2026. 282 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • UMB Bank held 2,203 shares of New Jersey Resources worth $111K as of Q3 2026.
  • UMB Bank sold 63 New Jersey Resources shares in Q3 2026, an estimated $3.49K.
  • New Jersey Resources made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #971 holding.
  • UMB Bank first reported a position in New Jersey Resources in Q4 2021 and has held it in 13 quarters since.
  • UMB Bank's New Jersey Resources position peaked at $127K in Q2 2026.
  • 282 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.