SWM
MSB

Steinberganna Wealth Management’s Mesabi Trust MSB Stock Holding History

Steinberganna 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
Q2 		$265K Buy
10,465
+570
+6% +$15.7K 0.11% 112
2026
Q1 		$311K Buy
9,895
+691
+8% +$23.5K 0.15% 88
2025
Q4 		$354K Sell
9,204
-3,775
-29% -$128K 0.17% 77
2025
Q3 		$375K Buy
+12,979
New +$381K 0.18% 74

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

Steinberganna Wealth Management's MSB Position: Q2 2026 in Review

Steinberganna Wealth Management increased its Mesabi Trust (MSB) stake by 5.8% in Q2 2026, buying an estimated $15.7K and bringing the position to 10,465 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #112.

Steinberganna Wealth Management first reported a position in MSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $375K in Q3 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

  • Steinberganna Wealth Management held 10,465 shares of Mesabi Trust worth $265K as of Q2 2026.
  • Steinberganna Wealth Management bought 570 Mesabi Trust shares in Q2 2026, an estimated $15.7K.
  • Mesabi Trust made up 0.11% of Steinberganna Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Steinberganna Wealth Management first reported a position in Mesabi Trust in Q3 2025 and has held it in 4 quarters since.
  • Steinberganna Wealth Management's Mesabi Trust position peaked at $375K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.