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Aventura Private Wealth’s Black Stone Minerals BSM Stock Holding History

Aventura Private Wealth’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 		$14K Hold
1,000
– – ﹤0.01% 537
2026
Q1 		$15.1K Hold
1,000
– – 0.01% 482
2025
Q4 		$13.3K Hold
1,000
– – ﹤0.01% 474
2025
Q3 		$13.1K Hold
1,000
– – ﹤0.01% 458
2025
Q2 		$13.1K Hold
1,000
– – 0.01% 432
2025
Q1 		$15.3K Hold
1,000
– – 0.01% 392
2024
Q4 		$14.6K Buy
+1,000
New +$14.9K 0.01% 393

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

Aventura Private Wealth's BSM Position: Q2 2026 in Review

Aventura Private Wealth held its Black Stone Minerals (BSM) position steady in Q2 2026 at 1,000 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Aventura Private Wealth first reported a position in BSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Aventura Private Wealth held 1,000 shares of Black Stone Minerals worth $14K as of Q2 2026.
  • Aventura Private Wealth left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #537 holding.
  • Aventura Private Wealth first reported a position in Black Stone Minerals in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Black Stone Minerals position peaked at $15.3K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.