Advisory Services Network’s Black Stone Minerals BSM Stock Holding History

Advisory Services Network’s Portfolio BSM Stock Details BSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$638K	Buy	45,677 +4,350	+11%	+$60.5K	0.01%	1270
2026 Q1	$625K	Sell	41,327 -1,900	-4%	-$28.2K	0.01%	1161
2025 Q4	$574K	Sell	43,227 -5,148	-11%	-$69.5K	0.01%	1144
2025 Q3	$636K	Hold	48,375	–	–	0.01%	1075
2025 Q2	$606K	Buy	48,375 +32,650	+208%	+$451K	0.01%	1069
2025 Q1	$240K	Buy	+15,725	New	+$236K	﹤0.01%	1428
2024 Q1	–	Sell	-16,635	Closed	-$265K	–	1745
2023 Q4	$265K	Buy	+16,635	New	+$286K	0.01%	1139
2023 Q2	–	Sell	-400	Closed	-$6.28K	–	1738
2023 Q1	$6.28K	Hold	400	–	–	﹤0.01%	3066
2022 Q4	$6.75K	Buy	+400	New	+$7.08K	﹤0.01%	3023
2022 Q3	–	Sell	-10,800	Closed	-$148K	–	1370
2022 Q2	$148K	Buy	10,800 +700	+7%	+$10.6K	0.01%	1278
2022 Q1	$136K	Hold	10,100	–	–	﹤0.01%	1384
2021 Q4	$104K	Buy	+10,100	New	+$117K	﹤0.01%	1355
2021 Q3	–	Sell	-9,700	Closed	-$104K	–	1642
2021 Q2	$104K	Buy	+9,700	New	+$97.8K	﹤0.01%	1587
2020 Q4	–	Sell	-1,000	Closed	-$6.76K	–	3328
2020 Q3	$6K	Buy	+1,000	New	+$6.67K	﹤0.01%	2678
2020 Q1	–	Sell	-877	Closed	-$11K	–	3047
2019 Q4	$11K	Buy	+877	New	+$11.2K	﹤0.01%	2295

Other funds holding BSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Advisory Services Network's BSM Position: Q2 2026 in Review

Advisory Services Network increased its Black Stone Minerals (BSM) stake by 11% in Q2 2026, buying an estimated $60.5K and bringing the position to 45,677 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1270.

Advisory Services Network first reported a position in BSM in Q4 2019 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Advisory Services Network held 45,677 shares of Black Stone Minerals worth $638K as of Q2 2026.
Advisory Services Network bought 4,350 Black Stone Minerals shares in Q2 2026, an estimated $60.5K.
Black Stone Minerals made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1270 holding.
Advisory Services Network first reported a position in Black Stone Minerals in Q4 2019 and has held it in 15 quarters since.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.