Lido Advisors
MSB

Lido Advisors’s Mesabi Trust MSB Stock Holding History

Lido Advisors’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
2026
Q2 		$2.02M Buy
79,982
+1
+0% +$28 0.01% 795
2026
Q1 		$2.52M Hold
79,981
– – 0.01% 643
2025
Q4 		$2.34M Buy
79,981
+202
+0.3% +$6.84K 0.01% 676
2025
Q3 		$2.34M Hold
79,779
– – 0.01% 644
2025
Q2 		$1.91M Hold
79,779
– – 0.01% 601
2025
Q1 		$2.17M Hold
79,779
– – 0.01% 524
2024
Q4 		$2.24M Buy
+79,779
New +$2.07M 0.01% 497

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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lido Advisors's MSB Position: Q2 2026 in Review

Lido Advisors increased its Mesabi Trust (MSB) stake by 0% in Q2 2026, buying an estimated $28 and bringing the position to 79,982 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #795.

Lido Advisors first reported a position in MSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q1 2026. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

  • Lido Advisors held 79,982 shares of Mesabi Trust worth $2.02M as of Q2 2026.
  • Lido Advisors bought 1 Mesabi Trust share in Q2 2026, an estimated $28.
  • Mesabi Trust made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #795 holding.
  • Lido Advisors first reported a position in Mesabi Trust in Q4 2024 and has held it in 7 quarters since.
  • Lido Advisors's Mesabi Trust position peaked at $2.52M in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.