Country Club Bank’s MDU Resources MDU Stock Holding History

Country Club Bank’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
2025 Q3	$561K	Sell	31,600 -9,150	-22%	-$153K	0.03%	255
2025 Q2	$675K	Hold	40,750	–	–	0.04%	241
2025 Q1	$678K	Hold	40,750	–	–	0.05%	236
2024 Q4	$734K	Sell	40,750 -32,804	-45%	-$575K	0.05%	232
2024 Q3	$1.12M	Hold	73,554	–	–	0.07%	194
2024 Q2	$1.02M	Hold	73,554	–	–	0.07%	194
2024 Q1	$1.03M	Hold	73,554	–	–	0.07%	195
2023 Q4	$809K	Sell	73,554 -1,805	-2%	-$19.1K	0.06%	210
2023 Q3	$825K	Sell	75,359 -7,671	-9%	-$88.3K	0.07%	199
2023 Q2	$966K	Sell	83,030 -37,945	-31%	-$427K	0.08%	185
2023 Q1	$1.4M	Sell	120,975 -7,889	-6%	-$91.7K	0.11%	146
2022 Q4	$1.49M	Sell	128,864 -19,856	-13%	-$223K	0.13%	137
2022 Q3	$1.57M	Hold	148,720	–	–	0.15%	131
2022 Q2	$1.52M	Sell	148,720 -4,063	-3%	-$41.3K	0.14%	133
2022 Q1	$1.53M	Buy	+152,783	New	+$1.62M	0.13%	129

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Country Club Bank's MDU Position: Q3 2025 in Review

Country Club Bank reduced its MDU Resources (MDU) stake by 22% in Q3 2025, selling an estimated $153K and leaving 31,600 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #255.

Country Club Bank first reported a position in MDU in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q3 2022. 406 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

Country Club Bank held 31,600 shares of MDU Resources worth $561K as of Q3 2025.
Country Club Bank sold 9,150 MDU Resources shares in Q3 2025, an estimated $153K.
MDU Resources made up 0.03% of Country Club Bank's portfolio in Q3 2025, its #255 holding.
Country Club Bank first reported a position in MDU Resources in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's MDU Resources position peaked at $1.57M in Q3 2022.
406 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.