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Ameritas Advisory Services’s Mesabi Trust MSB Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-283
Closed -$8.29K – 1679
2025
Q3 		$8.29K Buy
283
+1
+0.4% +$29 ﹤0.01% 1719
2025
Q2 		$6.76K Buy
+282
New +$7.33K ﹤0.01% 2151
2023
Q2 		– Sell
-224
Closed -$5.64K – 1793
2023
Q1 		$5.64K Buy
+224
New +$5.2K ﹤0.01% 2120

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Advisory Services's MSB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Mesabi Trust (MSB) in Q4 2025, closing a stake of 283 shares — an estimated $8.29K sold.

Ameritas Advisory Services first reported a position in MSB in Q1 2023 and held it in 3 quarters. The position peaked at $8.29K in Q3 2025. 82 funds tracked by Wall St. Rank hold MSB as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Mesabi Trust position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 283 Mesabi Trust shares in Q4 2025, an estimated $8.29K.
  • Ameritas Advisory Services first reported a position in Mesabi Trust in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Mesabi Trust position peaked at $8.29K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.