BFG
MDU icon

Bleakley Financial Group’s MDU Resources MDU Stock Holding History

Bleakley Financial Group’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Sell
146,058
-361
-0.2% -$7.85K 0.04% 360
2026
Q1 		$3.03M Buy
146,419
+37,824
+35% +$775K 0.05% 295
2025
Q4 		$2.12M Buy
108,595
+4,673
+4% +$92K 0.04% 339
2025
Q3 		$1.85M Sell
103,922
-6,952
-6% -$116K 0.04% 306
2025
Q2 		$1.85M Buy
110,874
+946
+0.9% +$15.9K 0.05% 284
2025
Q1 		$1.86M Sell
109,928
-1,508
-1% -$26K 0.06% 252
2024
Q4 		$2.01M Sell
111,436
-194,084
-64% -$3.4M 0.06% 260
2024
Q3 		$4.64M Buy
305,520
+1,567
+0.5% +$22.3K 0.14% 121
2024
Q2 		$4.23M Buy
303,953
+33,326
+12% +$460K 0.12% 153
2024
Q1 		$3.78M Sell
270,627
-9,522
-3% -$110K 0.11% 183
2023
Q4 		$3.07M Buy
280,149
+30,900
+12% +$326K 0.1% 193
2023
Q3 		$2.7M Buy
249,249
+70,552
+39% +$812K 0.1% 193
2023
Q2 		$2.07M Sell
178,697
-30,303
-14% -$341K 0.06% 262
2023
Q1 		$2.42M Buy
209,000
+15,130
+8% +$176K 0.08% 214
2022
Q4 		$2.24M Buy
+193,870
New +$2.18M 0.08% 228

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bleakley Financial Group's MDU Position: Q2 2026 in Review

Bleakley Financial Group reduced its MDU Resources (MDU) stake by 0.25% in Q2 2026, selling an estimated $7.85K and leaving 146,058 shares worth $3.1M. The position accounts for 0.04% of the portfolio, ranked #360.

Bleakley Financial Group first reported a position in MDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.64M in Q3 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Bleakley Financial Group held 146,058 shares of MDU Resources worth $3.1M as of Q2 2026.
  • Bleakley Financial Group sold 361 MDU Resources shares in Q2 2026, an estimated $7.85K.
  • MDU Resources made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #360 holding.
  • Bleakley Financial Group first reported a position in MDU Resources in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's MDU Resources position peaked at $4.64M in Q3 2024.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.