Atlas Wealth Partners’s Mesabi Trust MSB Stock Holding History

Atlas Wealth Partners’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 Q2	–	Sell	-7,470	Closed	-$235K	–	67
2026 Q1	$235K	Sell	7,470 -388	-5%	-$13.2K	0.24%	56
2025 Q4	$303K	Buy	7,858 +14	+0.2%	+$474	0.33%	45
2025 Q3	$227K	Buy	+7,844	New	+$230K	0.23%	55
2025 Q2	–	Sell	-8,057	Closed	-$217K	–	54
2025 Q1	$217K	Buy	8,057 +830	+11%	+$22.7K	0.27%	48
2024 Q4	$202K	Buy	+7,227	New	+$188K	0.26%	51

Other funds holding MSB

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

CAMG

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atlas Wealth Partners's MSB Position: Q2 2026 in Review

Atlas Wealth Partners sold out of Mesabi Trust (MSB) in Q2 2026, closing a stake of 7,470 shares — an estimated $235K sold.

Atlas Wealth Partners first reported a position in MSB in Q4 2024 and held it in 5 quarters. The position peaked at $303K in Q4 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

Atlas Wealth Partners reported no remaining Mesabi Trust position as of Q2 2026 after selling out during the quarter.
Atlas Wealth Partners sold 7,470 Mesabi Trust shares in Q2 2026, an estimated $235K.
Atlas Wealth Partners first reported a position in Mesabi Trust in Q4 2024 and held it in 5 quarters.
Atlas Wealth Partners's Mesabi Trust position peaked at $303K in Q4 2025.
62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.