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USA Financial Formulas’s New Jersey Resources NJR Stock Holding History

USA Financial Formulas’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 		$11.2K Sell
199
-13
-6% -$727 ﹤0.01% 354
2026
Q1 		$11.6K Buy
+212
New +$11K ﹤0.01% 297

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

USA Financial Formulas's NJR Position: Q2 2026 in Review

USA Financial Formulas reduced its New Jersey Resources (NJR) stake by 6.1% in Q2 2026, selling an estimated $727 and leaving 199 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

USA Financial Formulas first reported a position in NJR in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.6K in Q1 2026. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • USA Financial Formulas held 199 shares of New Jersey Resources worth $11.2K as of Q2 2026.
  • USA Financial Formulas sold 13 New Jersey Resources shares in Q2 2026, an estimated $727.
  • New Jersey Resources made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #354 holding.
  • USA Financial Formulas first reported a position in New Jersey Resources in Q1 2026 and has held it in 2 quarters since.
  • USA Financial Formulas's New Jersey Resources position peaked at $11.6K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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