CWIG
MSB

Chung Wu Investment Group’s Mesabi Trust MSB Stock Holding History

Chung Wu Investment Group’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 		– Sell
-1,000
Closed -$38.5K – 282
2025
Q4 		$38.5K Hold
1,000
– – 0.03% 145
2025
Q3 		$29.3K Hold
1,000
– – 0.02% 161
2025
Q2 		$24K Buy
+1,000
New +$26K 0.03% 160

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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Chung Wu Investment Group's MSB Position: Q1 2026 in Review

Chung Wu Investment Group sold out of Mesabi Trust (MSB) in Q1 2026, closing a stake of 1,000 shares — an estimated $38.5K sold.

Chung Wu Investment Group first reported a position in MSB in Q2 2025 and held it in 3 quarters. The position peaked at $38.5K in Q4 2025. 73 funds tracked by Wall St. Rank hold MSB as of Q1 2026.

  • Chung Wu Investment Group reported no remaining Mesabi Trust position as of Q1 2026 after selling out during the quarter.
  • Chung Wu Investment Group sold 1,000 Mesabi Trust shares in Q1 2026, an estimated $38.5K.
  • Chung Wu Investment Group first reported a position in Mesabi Trust in Q2 2025 and held it in 3 quarters.
  • Chung Wu Investment Group's Mesabi Trust position peaked at $38.5K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.