Financial Perspectives’s Mesabi Trust MSB Stock Holding History

Financial Perspectives’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	$2.53K	Hold	100	–	–	﹤0.01%	639
2026 Q1	$3.15K	Hold	100	–	–	﹤0.01%	619
2025 Q4	$3.85K	Hold	100	–	–	﹤0.01%	606
2025 Q3	$2.93K	Hold	100	–	–	﹤0.01%	616
2025 Q2	$2.4K	Hold	100	–	–	﹤0.01%	623
2025 Q1	$2.72K	Hold	100	–	–	﹤0.01%	609
2024 Q4	$2.81K	Hold	100	–	–	﹤0.01%	603
2024 Q3	$2.27K	Hold	100	–	–	﹤0.01%	578
2024 Q2	$1.72K	Hold	100	–	–	﹤0.01%	587
2024 Q1	$1.77K	Hold	100	–	–	﹤0.01%	582
2023 Q4	$2.05K	Hold	100	–	–	﹤0.01%	592
2023 Q3	$2.01K	Hold	100	–	–	﹤0.01%	592
2023 Q2	$2.04K	Hold	100	–	–	﹤0.01%	584
2023 Q1	$2.52K	Hold	100	–	–	﹤0.01%	559
2022 Q4	$1.8K	Hold	100	–	–	﹤0.01%	589
2022 Q3	$2.15K	Hold	100	–	–	﹤0.01%	574
2022 Q2	$2.45K	Hold	100	–	–	﹤0.01%	576
2022 Q1	$2.66K	Hold	100	–	–	﹤0.01%	582
2021 Q4	$2.64K	Hold	100	–	–	﹤0.01%	560
2021 Q3	$2.97K	Hold	100	–	–	﹤0.01%	560
2021 Q2	$3.54K	Hold	100	–	–	﹤0.01%	569
2021 Q1	$3.01K	Hold	100	–	–	﹤0.01%	554
2020 Q4	$2.81K	Hold	100	–	–	﹤0.01%	527
2020 Q3	$2.12K	Hold	100	–	–	﹤0.01%	495
2020 Q2	$1.75K	Hold	100	–	–	﹤0.01%	489
2020 Q1	$1.43K	Hold	100	–	–	﹤0.01%	471
2019 Q4	$2.35K	Buy	+100	New	+$2.32K	﹤0.01%	446

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

Financial Perspectives's MSB Position: Q2 2026 in Review

Financial Perspectives held its Mesabi Trust (MSB) position steady in Q2 2026 at 100 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Financial Perspectives first reported a position in MSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.85K in Q4 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

Financial Perspectives held 100 shares of Mesabi Trust worth $2.53K as of Q2 2026.
Financial Perspectives left its Mesabi Trust share count unchanged in Q2 2026.
Mesabi Trust made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #639 holding.
Financial Perspectives first reported a position in Mesabi Trust in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Mesabi Trust position peaked at $3.85K in Q4 2025.
62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.