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MSB

NewEdge Advisors’s Mesabi Trust MSB Stock Holding History

NewEdge 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 		$51.6K Buy
1,638
+5
+0.3% +$170 ﹤0.01% 2930
2025
Q4 		$62.9K Buy
1,633
+12
+0.7% +$406 ﹤0.01% 2897
2025
Q3 		$47.5K Buy
1,621
+9
+0.6% +$264 ﹤0.01% 2842
2025
Q2 		$38.6K Buy
1,612
+587
+57% +$15.2K ﹤0.01% 2739
2025
Q1 		$27.9K Buy
1,025
+141
+16% +$3.86K ﹤0.01% 2745
2024
Q4 		$24.9K Sell
884
-1
-0.1% -$26 ﹤0.01% 2749
2024
Q3 		$20K Buy
885
+24
+3% +$439 ﹤0.01% 2716
2024
Q2 		$14.8K Buy
861
+21
+3% +$364 ﹤0.01% 2717
2024
Q1 		$14.9K Buy
840
+13
+2% +$247 ﹤0.01% 2732
2023
Q4 		$16.9K Buy
827
+18
+2% +$356 ﹤0.01% 2639
2023
Q3 		$16.2K Buy
809
+9
+1% +$173 ﹤0.01% 2430
2023
Q2 		$16.3K Buy
800
+350
+78% +$7.52K ﹤0.01% 2438
2023
Q1 		$11.3K Hold
450
– – ﹤0.01% 2528
2022
Q4 		$8 Buy
+450
New +$8.92K ﹤0.01% 3740

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 $3.25B AUM 34.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M 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