UMB Bank
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UMB Bank’s MDU Resources MDU Stock Holding History

UMB 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
2026
Q3 		$16.1K Sell
866
-109
-11% -$2.18K ﹤0.01% 1728
2026
Q2 		$20.7K Buy
975
+82
+9% +$1.78K ﹤0.01% 1660
2026
Q1 		$18.5K Buy
893
+26
+3% +$533 ﹤0.01% 1636
2025
Q4 		$16.9K Buy
867
+482
+125% +$9.49K ﹤0.01% 1618
2025
Q3 		$6.86K Sell
385
-48
-11% -$801 ﹤0.01% 1799
2025
Q2 		$7.22K Sell
433
-9
-2% -$151 ﹤0.01% 1716
2025
Q1 		$7.47K Buy
442
+309
+232% +$5.34K ﹤0.01% 1644
2024
Q4 		$2.4K Sell
133
-1,224
-90% -$21.5K ﹤0.01% 1901
2024
Q3 		$20.6K Buy
1,357
+1,099
+426% +$15.6K ﹤0.01% 1219
2024
Q2 		$3.59K Sell
258
-1,608
-86% -$22.2K ﹤0.01% 1557
2024
Q1 		$26.1K Sell
1,866
-435
-19% -$5.03K ﹤0.01% 990
2023
Q4 		$25.2K Hold
2,301
– – ﹤0.01% 996
2023
Q3 		$25K Buy
2,301
+377
+20% +$4.34K ﹤0.01% 1015
2023
Q2 		$22.3K Sell
1,924
-609
-24% -$6.85K ﹤0.01% 1069
2023
Q1 		$29.4K Hold
2,533
– – ﹤0.01% 973
2022
Q4 		$29K Hold
2,533
– – ﹤0.01% 989
2022
Q3 		$26K Hold
2,533
– – ﹤0.01% 1027
2022
Q2 		$26K Sell
2,533
-60
-2% -$610 ﹤0.01% 1082
2022
Q1 		$27K Sell
2,593
-129
-5% -$1.37K ﹤0.01% 1149
2021
Q4 		$32K Buy
+2,722
New +$30.7K ﹤0.01% 1126
2014
Q3 		– Sell
-22,367
Closed -$299K – 310
2014
Q2 		$299K Buy
22,367
+1,328
+6% +$17.3K 0.01% 257
2014
Q1 		$274K Buy
+21,039
New +$261K 0.02% 258

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

UMB Bank's MDU Position: Q3 2026 in Review

UMB Bank reduced its MDU Resources (MDU) stake by 11% in Q3 2026, selling an estimated $2.18K and leaving 866 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

UMB Bank first reported a position in MDU in Q1 2014 and has held it in 22 quarters since. The position peaked at $299K in Q2 2014. 185 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • UMB Bank held 866 shares of MDU Resources worth $16.1K as of Q3 2026.
  • UMB Bank sold 109 MDU Resources shares in Q3 2026, an estimated $2.18K.
  • MDU Resources made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1728 holding.
  • UMB Bank first reported a position in MDU Resources in Q1 2014 and has held it in 22 quarters since.
  • UMB Bank's MDU Resources position peaked at $299K in Q2 2014.
  • 185 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.