Rossby Financial
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Rossby Financial’s MDU Resources MDU Stock Holding History

Rossby Financial’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
Q3 		$7.29K Sell
393
-2
-0.5% -$40 ﹤0.01% 1616
2026
Q2 		$8.38K Sell
395
-21
-5% -$457 ﹤0.01% 1236
2026
Q1 		$8.75K Buy
416
+141
+51% +$2.89K ﹤0.01% 1303
2025
Q4 		$5.37K Hold
275
– – ﹤0.01% 1093
2025
Q3 		$4.84K Hold
275
– – ﹤0.01% 989
2025
Q2 		$4.58K Hold
275
– – ﹤0.01% 915
2025
Q1 		$4.64K Buy
+275
New +$4.75K ﹤0.01% 817

Other funds holding MDU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rossby Financial's MDU Position: Q3 2026 in Review

Rossby Financial reduced its MDU Resources (MDU) stake by 0.51% in Q3 2026, selling an estimated $40 and leaving 393 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Rossby Financial first reported a position in MDU in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.75K in Q1 2026. 203 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Rossby Financial held 393 shares of MDU Resources worth $7.29K as of Q3 2026.
  • Rossby Financial sold 2 MDU Resources shares in Q3 2026, an estimated $40.
  • MDU Resources made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1616 holding.
  • Rossby Financial first reported a position in MDU Resources in Q1 2025 and has held it in 7 quarters since.
  • Rossby Financial's MDU Resources position peaked at $8.75K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.