Wealth Enhancement Advisory Services
MSB icon

Wealth Enhancement Advisory Services’s Mesabi Trust MSB Stock Holding History

Wealth Enhancement Advisory Services’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
-6,109
Closed -$249K – 3775
2025
Q4 		$249K Buy
+6,109
New +$207K ﹤0.01% 3086
2025
Q3 		– Sell
-8,109
Closed -$203K – 3656
2025
Q2 		$203K Buy
+8,109
New +$211K ﹤0.01% 2985
2025
Q1 		– Sell
-8,095
Closed -$228K – 3089
2024
Q4 		$228K Buy
+8,095
New +$210K ﹤0.01% 2602

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

Wealth Enhancement Advisory Services's MSB Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Mesabi Trust (MSB) in Q1 2026, closing a stake of 6,109 shares — an estimated $249K sold.

Wealth Enhancement Advisory Services first reported a position in MSB in Q4 2024 and held it in 3 quarters. The position peaked at $249K in Q4 2025. 73 funds tracked by Wall St. Rank hold MSB as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Mesabi Trust position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,109 Mesabi Trust shares in Q1 2026, an estimated $249K.
  • Wealth Enhancement Advisory Services first reported a position in Mesabi Trust in Q4 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Mesabi Trust position peaked at $249K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.