LFG
MSB

Larson Financial Group’s Mesabi Trust MSB Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-710
Closed -$20.5K – 3595
2025
Q3 		$20.5K Buy
+710
New +$20.8K ﹤0.01% 1631
2021
Q1 		– Sell
-10
Closed – – 895
2020
Q4 		$0 Buy
+10
New +$243 ﹤0.01% 807

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
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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's MSB Position: Q4 2025 in Review

Larson Financial Group sold out of Mesabi Trust (MSB) in Q4 2025, closing a stake of 710 shares — an estimated $20.5K sold.

Larson Financial Group first reported a position in MSB in Q4 2020 and held it in 2 quarters. The position peaked at $20.5K in Q3 2025. 82 funds tracked by Wall St. Rank hold MSB as of Q4 2025.

  • Larson Financial Group reported no remaining Mesabi Trust position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 710 Mesabi Trust shares in Q4 2025, an estimated $20.5K.
  • Larson Financial Group first reported a position in Mesabi Trust in Q4 2020 and held it in 2 quarters.
  • Larson Financial Group's Mesabi Trust position peaked at $20.5K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.