Acorn Wealth Advisors’s Mesabi Trust MSB Stock Holding History

Acorn Wealth Advisors’s Portfolio MSB Stock Details MSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$346K	Hold	11,000	–	–	0.1%	177
2025 Q4	$424K	Hold	11,000	–	–	0.13%	156
2025 Q3	$318K	Hold	11,000	–	–	0.1%	198
2025 Q2	$264K	Hold	11,000	–	–	0.1%	202
2025 Q1	$299K	Hold	11,000	–	–	0.12%	169
2024 Q4	$309K	Hold	11,000	–	–	0.13%	162
2024 Q3	$249K	Hold	11,000	–	–	0.11%	194
2024 Q2	$190K	Hold	11,000	–	–	0.09%	199
2024 Q1	$195K	Hold	11,000	–	–	0.1%	199
2023 Q4	$225K	Hold	11,000	–	–	0.13%	168
2023 Q3	$221K	Buy	+11,000	New	+$211K	0.15%	162
2023 Q2	–	Sell	-8,500	Closed	-$214K	–	176
2023 Q1	$214K	Buy	+8,500	New	+$197K	0.16%	155
2022 Q3	–	Sell	-8,500	Closed	-$208K	–	161
2022 Q2	$208K	Hold	8,500	–	–	0.16%	152
2022 Q1	$226K	Hold	8,500	–	–	0.16%	156
2021 Q4	$225K	Hold	8,500	–	–	0.14%	165
2021 Q3	$253K	Hold	8,500	–	–	0.18%	138
2021 Q2	$301K	Hold	8,500	–	–	0.21%	117
2021 Q1	$256K	Hold	8,500	–	–	0.18%	128
2020 Q4	$238K	Buy	+8,500	New	+$207K	0.19%	127
2020 Q1	–	Sell	-8,500	Closed	-$204K	–	121
2019 Q4	$204K	Buy	+8,500	New	+$197K	0.17%	120
2019 Q3	–	Sell	-8,500	Closed	-$204K	–	124
2019 Q2	$204K	Hold	8,500	–	–	0.19%	118
2019 Q1	$267K	Hold	8,500	–	–	0.24%	97
2018 Q4	$232K	Hold	8,500	–	–	0.24%	95
2018 Q3	$235K	Hold	8,500	–	–	0.23%	103
2018 Q2	$207K	Hold	8,500	–	–	0.18%	110
2018 Q1	$195K	Hold	8,500	–	–	0.17%	111
2017 Q4	$235K	Buy	+8,500	New	+$199K	0.21%	89

Other funds holding MSB

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Acorn Wealth Advisors's MSB Position: Q1 2026 in Review

Acorn Wealth Advisors held its Mesabi Trust (MSB) position steady in Q1 2026 at 11,000 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #177.

Acorn Wealth Advisors first reported a position in MSB in Q4 2017 and has held it in 27 quarters since. The position peaked at $424K in Q4 2025. 73 funds tracked by Wall St. Rank hold MSB as of Q1 2026.

Acorn Wealth Advisors held 11,000 shares of Mesabi Trust worth $346K as of Q1 2026.
Acorn Wealth Advisors left its Mesabi Trust share count unchanged in Q1 2026.
Mesabi Trust made up 0.1% of Acorn Wealth Advisors's portfolio in Q1 2026, its #177 holding.
Acorn Wealth Advisors first reported a position in Mesabi Trust in Q4 2017 and has held it in 27 quarters since.
Acorn Wealth Advisors's Mesabi Trust position peaked at $424K in Q4 2025.
73 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.