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Ritholtz Wealth Management’s Mesabi Trust MSB Stock Holding History

Ritholtz 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
2026
Q1 		– Sell
-10,459
Closed -$403K – 1250
2025
Q4 		$403K Sell
10,459
-940
-8% -$31.8K 0.01% 792
2025
Q3 		$331K Sell
11,399
-2,338
-17% -$68.6K 0.01% 809
2025
Q2 		$329K Buy
+13,737
New +$357K 0.01% 770

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
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ritholtz Wealth Management's MSB Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Mesabi Trust (MSB) in Q1 2026, closing a stake of 10,459 shares — an estimated $403K sold.

Ritholtz Wealth Management first reported a position in MSB in Q2 2025 and held it in 3 quarters. The position peaked at $403K in Q4 2025. 73 funds tracked by Wall St. Rank hold MSB as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Mesabi Trust position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,459 Mesabi Trust shares in Q1 2026, an estimated $403K.
  • Ritholtz Wealth Management first reported a position in Mesabi Trust in Q2 2025 and held it in 3 quarters.
  • Ritholtz Wealth Management's Mesabi Trust position peaked at $403K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.