Annis Gardner Whiting Capital Advisors’s Black Stone Minerals BSM Stock Holding History

Annis Gardner Whiting Capital 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 Q2	–	Sell	-500	Closed	-$7.56K	–	460
2026 Q1	$7.56K	Hold	500	–	–	﹤0.01%	911
2025 Q4	$6.64K	Hold	500	–	–	﹤0.01%	835
2025 Q3	$6.57K	Hold	500	–	–	﹤0.01%	755
2025 Q2	$6.54K	Hold	500	–	–	﹤0.01%	809
2025 Q1	$7.63K	Hold	500	–	–	﹤0.01%	579
2024 Q4	$7.3K	Hold	500	–	–	﹤0.01%	574
2024 Q3	$7.55K	Hold	500	–	–	﹤0.01%	591
2024 Q2	$7.83K	Hold	500	–	–	﹤0.01%	716
2024 Q1	$7.99K	Hold	500	–	–	﹤0.01%	701
2023 Q4	$7.98K	Hold	500	–	–	﹤0.01%	497
2023 Q3	$8.62K	Buy	+500	New	+$8.52K	﹤0.01%	480

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

Annis Gardner Whiting Capital Advisors's BSM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Black Stone Minerals (BSM) in Q2 2026, closing a stake of 500 shares — an estimated $7.56K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BSM in Q3 2023 and held it in 11 quarters. The position peaked at $8.62K in Q3 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Black Stone Minerals position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 500 Black Stone Minerals shares in Q2 2026, an estimated $7.56K.
Annis Gardner Whiting Capital Advisors first reported a position in Black Stone Minerals in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Black Stone Minerals position peaked at $8.62K in Q3 2023.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.