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	–	470
2019 Q2	$207K	Hold	7,000	–	–	0.03%	388
2019 Q1	$205K	Buy	+7,000	New	+$200K	0.03%	426

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

BCM

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

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kingsview Wealth Management's MSB Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Mesabi Trust (MSB) in Q1 2025, closing a stake of 8,292 shares — an estimated $233K sold.

Kingsview Wealth Management first reported a position in MSB in Q1 2019 and held it in 12 quarters. The position peaked at $355K in Q2 2021. 64 funds tracked by Wall St. Rank hold MSB as of Q1 2025.

Kingsview Wealth Management reported no remaining Mesabi Trust position as of Q1 2025 after selling out during the quarter.
Kingsview Wealth Management sold 8,292 Mesabi Trust shares in Q1 2025, an estimated $233K.
Kingsview Wealth Management first reported a position in Mesabi Trust in Q1 2019 and held it in 12 quarters.
Kingsview Wealth Management's Mesabi Trust position peaked at $355K in Q2 2021.
64 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.