Merit Financial Group’s MDU Resources MDU Stock Holding History

Merit 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	$477K	Buy	+22,469	New	+$489K	﹤0.01%	1526

Other funds holding MDU

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Merit Financial Group opened a new position in MDU Resources (MDU) in Q2 2026: 22,469 shares worth $477K. The stake represents ﹤0.01% of the portfolio and ranks #1526 among its holdings.

85 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Merit Financial Group held 22,469 shares of MDU Resources worth $477K as of Q2 2026.
MDU Resources was a new Merit Financial Group position in Q2 2026.
MDU Resources made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1526 holding.
85 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.