AlphaCore Capital’s Black Stone Minerals BSM Stock Holding History

AlphaCore Capital’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	$1.94M	Hold	138,860	–	–	0.04%	317
2026 Q1	$2.1M	Buy	138,860 +7,898	+6%	+$117K	0.05%	246
2025 Q4	$1.74M	Buy	130,962 +37,932	+41%	+$512K	0.04%	296
2025 Q3	$1.22M	Sell	93,030 -950	-1%	-$12K	0.04%	263
2025 Q2	$1.23M	Buy	93,980 +15,000	+19%	+$207K	0.05%	227
2025 Q1	$1.21M	Buy	78,980 +20,430	+35%	+$307K	0.1%	152
2024 Q4	$855K	Hold	58,550	–	–	0.18%	88
2024 Q3	$884K	Buy	58,550 +15,000	+34%	+$225K	0.2%	81
2024 Q2	$682K	Buy	43,550 +13,750	+46%	+$220K	0.16%	87
2024 Q1	$476K	Hold	29,800	–	–	0.13%	98
2023 Q4	$476K	Buy	+29,800	New	+$513K	0.07%	152

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

AlphaCore Capital's BSM Position: Q2 2026 in Review

AlphaCore Capital held its Black Stone Minerals (BSM) position steady in Q2 2026 at 138,860 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #317.

AlphaCore Capital first reported a position in BSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

AlphaCore Capital held 138,860 shares of Black Stone Minerals worth $1.94M as of Q2 2026.
AlphaCore Capital left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.04% of AlphaCore Capital's portfolio in Q2 2026, its #317 holding.
AlphaCore Capital first reported a position in Black Stone Minerals in Q4 2023 and has held it in 11 quarters since.
AlphaCore Capital's Black Stone Minerals position peaked at $2.1M in Q1 2026.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.