Ancora Advisors’s Black Stone Minerals BSM Stock Holding History

Ancora Advisors’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 Q1	$449K	Sell	29,680 -7,190	-20%	-$107K	0.01%	545
2025 Q4	$490K	Sell	36,870 -1,490	-4%	-$20.1K	0.01%	547
2025 Q3	$504K	Sell	38,360 -3,539	-8%	-$44.5K	0.01%	558
2025 Q2	$548K	Sell	41,899 -4,239	-9%	-$58.6K	0.01%	517
2025 Q1	$705K	Sell	46,138 -5,739	-11%	-$86.2K	0.02%	454
2024 Q4	$757K	Buy	51,877 +170	+0.3%	+$2.53K	0.02%	456
2024 Q3	$781K	Sell	51,707 -2,289	-4%	-$34.3K	0.02%	433
2024 Q2	$846K	Sell	53,996 -491	-0.9%	-$7.86K	0.02%	408
2024 Q1	$871K	Sell	54,487 -488	-0.9%	-$7.73K	0.02%	414
2023 Q4	$877K	Sell	54,975 -13,926	-20%	-$240K	0.02%	396
2023 Q3	$1.19M	Sell	68,901 -38,264	-36%	-$652K	0.03%	328
2023 Q2	$1.71M	Sell	107,165 -16,969	-14%	-$271K	0.05%	269
2023 Q1	$1.95M	Sell	124,134 -11,546	-9%	-$181K	0.06%	254
2022 Q4	$2.29M	Buy	135,680 +224	+0.2%	+$3.96K	0.07%	234
2022 Q3	$2.12M	Buy	135,456 +3,028	+2%	+$45.9K	0.07%	228
2022 Q2	$1.81M	Sell	132,428 -2,270	-2%	-$34.5K	0.05%	275
2022 Q1	$1.81M	Sell	134,698 -538,508	-80%	-$6.42M	0.04%	298
2021 Q4	$6.96M	Sell	673,206 -199,989	-23%	-$2.31M	0.17%	125
2021 Q3	$10.5M	Buy	873,195 +21,066	+2%	+$223K	0.27%	82
2021 Q2	$9.16M	Sell	852,129 -17,914	-2%	-$181K	0.24%	105
2021 Q1	$7.59M	Buy	870,043 +446,153	+105%	+$3.96M	0.21%	113
2020 Q4	$2.83M	Buy	+423,890	New	+$2.87M	0.09%	213

Other funds holding BSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return