Kingsview Wealth Management’s Mesabi Trust MSB Stock Holding History

Kingsview Wealth Management’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
2025 Q1	–	Sell	-8,292	Closed	-$233K	–	1155
2024 Q4	$233K	Buy	+8,292	New	+$215K	﹤0.01%	999
2022 Q4	–	Sell	-9,550	Closed	-$205K	–	882
2022 Q3	$205K	Hold	9,550	–	–	0.01%	754
2022 Q2	$234K	Hold	9,550	–	–	0.01%	726
2022 Q1	$254K	Sell	9,550 -235	-2%	-$6.6K	0.01%	745
2021 Q4	$258K	Buy	9,785 +50	+0.5%	+$1.34K	0.01%	786
2021 Q3	$289K	Sell	9,735 -150	-2%	-$5.01K	0.01%	695
2021 Q2	$355K	Hold	9,885	–	–	0.02%	655
2021 Q1	$315K	Hold	9,885	–	–	0.02%	624
2020 Q4	$277K	Hold	9,885	–	–	0.02%	573
2020 Q3	$210K	Buy	+9,885	New	+$186K	0.02%	569
2019 Q3	–	Sell	-7,000	Closed	-$207K	–	471
2019 Q2	$207K	Hold	7,000	–	–	0.03%	388
2019 Q1	$205K	Buy	+7,000	New	+$200K	0.03%	426

Other funds holding MSB

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return