UFPG
MSB

United Financial Planning Group’s Mesabi Trust MSB Stock Holding History

United Financial Planning 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 		$25.3K Buy
+1,000
New +$27.5K 0.01% 147

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

United Financial Planning Group's MSB Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Mesabi Trust (MSB) in Q2 2026: 1,000 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings.

62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

  • United Financial Planning Group held 1,000 shares of Mesabi Trust worth $25.3K as of Q2 2026.
  • Mesabi Trust was a new United Financial Planning Group position in Q2 2026.
  • Mesabi Trust made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #147 holding.
  • 62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.