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
Q2 		$365 Buy
118
+1
+0.9% +$4 ﹤0.01% 4427
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 $4.79B AUM 27.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Harbour Investments's MTR Position: Q2 2026 in Review

Harbour Investments increased its Mesa Royalty Trust (MTR) stake by 0.85% in Q2 2026, buying an estimated $4 and bringing the position to 118 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #4427.

Harbour Investments first reported a position in MTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $571 in Q1 2026. 13 funds tracked by Wall St. Rank hold MTR as of Q2 2026.

  • Harbour Investments held 118 shares of Mesa Royalty Trust worth $365 as of Q2 2026.
  • Harbour Investments bought 1 Mesa Royalty Trust share in Q2 2026, an estimated $4.
  • Mesa Royalty Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4427 holding.
  • Harbour Investments first reported a position in Mesa Royalty Trust in Q4 2025 and has held it in 3 quarters since.
  • Harbour Investments's Mesa Royalty Trust position peaked at $571 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.