GAFA
MSB

Garton & Associates Financial Advisors’s Mesabi Trust MSB Stock Holding History

Garton & Associates Financial Advisors’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
-414
Closed -$16K – 474
2025
Q4 		$16K Buy
+414
New +$14K 0.01% 708

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

Garton & Associates Financial Advisors's MSB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Mesabi Trust (MSB) in Q1 2026, closing a stake of 414 shares — an estimated $16K sold.

Garton & Associates Financial Advisors first reported a position in MSB in Q4 2025 and held it in 1 quarter. The position peaked at $16K in Q4 2025. 73 funds tracked by Wall St. Rank hold MSB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Mesabi Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 414 Mesabi Trust shares in Q1 2026, an estimated $16K.
  • Garton & Associates Financial Advisors first reported a position in Mesabi Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Mesabi Trust position peaked at $16K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.