HI
MTR

Harbour Investments’s Mesa Royalty Trust MTR Stock Holding History

Harbour Investments’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$571 Buy
117
+1
+0.9% +$5 ﹤0.01% 4230
2025
Q4 		$501 Buy
+116
New +$547 ﹤0.01% 3552

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Harbour Investments's MTR Position: Q1 2026 in Review

Harbour Investments increased its Mesa Royalty Trust (MTR) stake by 0.86% in Q1 2026, buying an estimated $5 and bringing the position to 117 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #4230.

Harbour Investments first reported a position in MTR in Q4 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold MTR as of Q1 2026.

  • Harbour Investments held 117 shares of Mesa Royalty Trust worth $571 as of Q1 2026.
  • Harbour Investments bought 1 Mesa Royalty Trust share in Q1 2026, an estimated $5.
  • Mesa Royalty Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4230 holding.
  • Harbour Investments first reported a position in Mesa Royalty Trust in Q4 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.