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Phocas Financial Corp’s MDU Resources MDU Stock Holding History

Phocas Financial Corp’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 		$6.83M Buy
322,253
+158,317
+97% +$3.44M 0.95% 37
2026
Q1 		$3.4M Sell
163,936
-46,214
-22% -$947K 0.53% 79
2025
Q4 		$4.1M Buy
+210,150
New +$4.14M 0.53% 76

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

Phocas Financial Corp's MDU Position: Q2 2026 in Review

Phocas Financial Corp increased its MDU Resources (MDU) stake by 97% in Q2 2026, buying an estimated $3.44M and bringing the position to 322,253 shares worth $6.83M. The position accounts for 0.95% of the portfolio, ranked #37.

Phocas Financial Corp first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Phocas Financial Corp held 322,253 shares of MDU Resources worth $6.83M as of Q2 2026.
  • Phocas Financial Corp bought 158,317 MDU Resources shares in Q2 2026, an estimated $3.44M.
  • MDU Resources made up 0.95% of Phocas Financial Corp's portfolio in Q2 2026, its #37 holding.
  • Phocas Financial Corp first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.