MWA
MSB

Medallion Wealth Advisors’s Mesabi Trust MSB Stock Holding History

Medallion Wealth 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
Q1 		$39K Hold
1,240
– – 0.01% 518
2025
Q4 		$47.8K Hold
1,240
– – 0.02% 480
2025
Q3 		$35.8K Hold
1,240
– – 0.01% 524
2025
Q2 		$29.6K Hold
1,240
– – 0.01% 552
2025
Q1 		$33.8K Hold
1,240
– – 0.02% 492
2024
Q4 		$34.6K Buy
+1,240
New +$32.2K 0.02% 464

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MC
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
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Medallion Wealth Advisors's MSB Position: Q1 2026 in Review

Medallion Wealth Advisors held its Mesabi Trust (MSB) position steady in Q1 2026 at 1,240 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #518.

Medallion Wealth Advisors first reported a position in MSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.8K in Q4 2025. 73 funds tracked by Wall St. Rank hold MSB as of Q1 2026.

  • Medallion Wealth Advisors held 1,240 shares of Mesabi Trust worth $39K as of Q1 2026.
  • Medallion Wealth Advisors left its Mesabi Trust share count unchanged in Q1 2026.
  • Mesabi Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #518 holding.
  • Medallion Wealth Advisors first reported a position in Mesabi Trust in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Mesabi Trust position peaked at $47.8K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.