AssetMark Inc’s Black Stone Minerals BSM Stock Holding History

AssetMark Inc’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	$7.2K	Sell	515 -22	-4%	-$306	﹤0.01%	2574
2026 Q1	$8.12K	Sell	537 -23	-4%	-$341	﹤0.01%	2392
2025 Q4	$7.44K	Buy	560 +171	+44%	+$2.31K	﹤0.01%	2329
2025 Q3	$5.11K	Buy	+389	New	+$4.89K	﹤0.01%	2332

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 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

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LAM

Lummis Asset Management Fort Worth, Texas $167M AUM 24.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

AssetMark Inc's BSM Position: Q2 2026 in Review

AssetMark Inc reduced its Black Stone Minerals (BSM) stake by 4.1% in Q2 2026, selling an estimated $306 and leaving 515 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

AssetMark Inc first reported a position in BSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.12K in Q1 2026. 81 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

AssetMark Inc held 515 shares of Black Stone Minerals worth $7.2K as of Q2 2026.
AssetMark Inc sold 22 Black Stone Minerals shares in Q2 2026, an estimated $306.
Black Stone Minerals made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2574 holding.
AssetMark Inc first reported a position in Black Stone Minerals in Q3 2025 and has held it in 4 quarters since.
AssetMark Inc's Black Stone Minerals position peaked at $8.12K in Q1 2026.
81 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.