CAMG
MSB

CWA Asset Management Group’s Mesabi Trust MSB Stock Holding History

CWA Asset Management 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
Q2 		$13.1M Buy
518,974
+71,489
+16% +$1.97M 0.4% 50
2026
Q1 		$14.1M Buy
447,485
+219,241
+96% +$7.46M 0.48% 41
2025
Q4 		$8.79M Buy
228,244
+67,326
+42% +$2.28M 0.32% 65
2025
Q3 		$4.65M Buy
+160,918
New +$4.72M 0.17% 123
2020
Q2 		– Sell
-21,035
Closed -$301K – 235
2020
Q1 		$301K Buy
21,035
+2,594
+14% +$49.2K 0.06% 163
2019
Q4 		$434K Buy
18,441
+45
+0.2% +$1.04K 0.07% 147
2019
Q3 		$440K Buy
18,396
+7,985
+77% +$205K 0.07% 138
2019
Q2 		$308K Buy
10,411
+1,407
+16% +$42K 0.05% 168
2019
Q1 		$264K Buy
+9,004
New +$258K 0.05% 171

Other funds holding MSB

WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return