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Advocate Investing Services’s Black Stone Minerals BSM Stock Holding History

Advocate Investing Services’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 		– Sell
-43,948
Closed -$664K – 466
2026
Q1 		$664K Buy
43,948
+185
+0.4% +$2.74K 0.56% 49
2025
Q4 		$582K Buy
+43,763
New +$591K 0.52% 50

Other funds holding BSM

Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Advocate Investing Services's BSM Position: Q2 2026 in Review

Advocate Investing Services sold out of Black Stone Minerals (BSM) in Q2 2026, closing a stake of 43,948 shares — an estimated $664K sold.

Advocate Investing Services first reported a position in BSM in Q4 2025 and held it in 2 quarters. The position peaked at $664K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Advocate Investing Services reported no remaining Black Stone Minerals position as of Q2 2026 after selling out during the quarter.
  • Advocate Investing Services sold 43,948 Black Stone Minerals shares in Q2 2026, an estimated $664K.
  • Advocate Investing Services first reported a position in Black Stone Minerals in Q4 2025 and held it in 2 quarters.
  • Advocate Investing Services's Black Stone Minerals position peaked at $664K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.