UBS Group
MSB

UBS Group’s Mesabi Trust MSB Stock Holding History

UBS Group’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 		$377K Sell
14,893
-5,411
-27% -$149K ﹤0.01% 6416
2026
Q1 		$640K Sell
20,304
-2,435
-11% -$82.9K ﹤0.01% 5894
2025
Q4 		$876K Buy
22,739
+7,350
+48% +$249K ﹤0.01% 5690
2025
Q3 		$450K Sell
15,389
-14,417
-48% -$423K ﹤0.01% 6173
2025
Q2 		$714K Sell
29,806
-7,905
-21% -$205K ﹤0.01% 5723
2025
Q1 		$1.03M Buy
37,711
+12,598
+50% +$345K ﹤0.01% 5272
2024
Q4 		$706K Buy
25,113
+14,644
+140% +$380K ﹤0.01% 5601
2024
Q3 		$237K Buy
10,469
+7,950
+316% +$145K ﹤0.01% 5747
2024
Q2 		$43.4K Sell
2,519
-1,166
-32% -$20.2K ﹤0.01% 6804
2024
Q1 		$65.2K Sell
3,685
-2,300
-38% -$43.6K ﹤0.01% 6393
2023
Q4 		$123K Sell
5,985
-169
-3% -$3.34K ﹤0.01% 6065
2023
Q3 		$124K Sell
6,154
-516
-8% -$9.91K ﹤0.01% 5691
2023
Q2 		$136K Buy
6,670
+2,972
+80% +$63.8K ﹤0.01% 5768
2023
Q1 		$93.1K Sell
3,698
-3,040
-45% -$70.5K ﹤0.01% 5958
2022
Q4 		$121K Sell
6,738
-6,816
-50% -$135K ﹤0.01% 5918
2022
Q3 		$291K Buy
13,554
+607
+5% +$15.6K ﹤0.01% 4794
2022
Q2 		$317K Buy
12,947
+261
+2% +$6.79K ﹤0.01% 4592
2022
Q1 		$338K Buy
12,686
+7,145
+129% +$201K ﹤0.01% 4979
2021
Q4 		$146K Buy
5,541
+3,483
+169% +$93.2K ﹤0.01% 5954
2021
Q3 		$61K Sell
2,058
-1,799
-47% -$60.1K ﹤0.01% 6180
2021
Q2 		$137K Buy
3,857
+532
+16% +$19.2K ﹤0.01% 5630
2021
Q1 		$100K Sell
3,325
-1,928
-37% -$54K ﹤0.01% 5964
2020
Q4 		$147K Sell
5,253
-1,210
-19% -$29.4K ﹤0.01% 5441
2020
Q3 		$137K Buy
6,463
+1,424
+28% +$26.8K ﹤0.01% 5014
2020
Q2 		$88K Hold
5,039
– – ﹤0.01% 5401
2020
Q1 		$72K Sell
5,039
-390
-7% -$7.4K ﹤0.01% 5546
2019
Q4 		$128K Buy
5,429
+390
+8% +$9.04K ﹤0.01% 5873
2019
Q3 		$121K Hold
5,039
– – ﹤0.01% 5642
2019
Q2 		$149K Hold
5,039
– – ﹤0.01% 5112
2019
Q1 		$148K Sell
5,039
-1,425
-22% -$40.8K ﹤0.01% 4804
2018
Q4 		$153K Buy
6,464
+1,925
+42% +$52.7K ﹤0.01% 5169
2018
Q3 		$120K Hold
4,539
– – ﹤0.01% 5438
2018
Q2 		$111K Buy
4,539
+3,839
+548% +$94.2K ﹤0.01% 5371
2018
Q1 		$18K Sell
700
-413
-37% -$11.1K ﹤0.01% 6474
2017
Q4 		$28K Sell
1,113
-5,224
-82% -$122K ﹤0.01% 6302
2017
Q3 		$146K Buy
6,337
+2,395
+61% +$37.6K ﹤0.01% 5064
2017
Q2 		$54K Buy
3,942
+3,542
+886% +$50.3K ﹤0.01% 5591
2017
Q1 		$6K Sell
400
-2,292
-85% -$33K ﹤0.01% 6900
2016
Q4 		$29K Sell
2,692
-469
-15% -$4.76K ﹤0.01% 6260
2016
Q3 		$29K Hold
3,161
– – ﹤0.01% 5966
2016
Q2 		$34K Sell
3,161
-539
-15% -$4.89K ﹤0.01% 5840
2016
Q1 		$22K Sell
3,700
-109
-3% -$533 ﹤0.01% 6133
2015
Q4 		$17K Sell
3,809
-204
-5% -$1.57K ﹤0.01% 6904
2015
Q3 		$49K Buy
4,013
+2,680
+201% +$32.4K ﹤0.01% 5853
2015
Q2 		$18K Buy
1,333
+137
+11% +$1.96K ﹤0.01% 6977
2015
Q1 		$16K Buy
1,196
+196
+20% +$3.36K ﹤0.01% 7212
2014
Q4 		$17K Buy
+1,000
New +$18.5K ﹤0.01% 7882

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

UBS Group's MSB Position: Q2 2026 in Review

UBS Group reduced its Mesabi Trust (MSB) stake by 27% in Q2 2026, selling an estimated $149K and leaving 14,893 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #6416.

UBS Group first reported a position in MSB in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.03M in Q1 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

  • UBS Group held 14,893 shares of Mesabi Trust worth $377K as of Q2 2026.
  • UBS Group sold 5,411 Mesabi Trust shares in Q2 2026, an estimated $149K.
  • Mesabi Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6416 holding.
  • UBS Group first reported a position in Mesabi Trust in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Mesabi Trust position peaked at $1.03M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.