Bahl & Gaynor’s Black Stone Minerals BSM Stock Holding History

Bahl & Gaynor’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	$1.71M	Sell	122,500 -9,000	-7%	-$125K	0.01%	224
2026 Q1	$1.99M	Hold	131,500	–	–	0.01%	205
2025 Q4	$1.75M	Buy	131,500 +70,000	+114%	+$945K	0.01%	211
2025 Q3	$808K	Hold	61,500	–	–	﹤0.01%	245
2025 Q2	$804K	Hold	61,500	–	–	﹤0.01%	253
2025 Q1	$939K	Hold	61,500	–	–	﹤0.01%	246
2024 Q4	$898K	Buy	61,500 +6,000	+11%	+$89.4K	﹤0.01%	249
2024 Q3	$838K	Buy	55,500 +38,000	+217%	+$569K	﹤0.01%	259
2024 Q2	$274K	Buy	17,500 +4,000	+30%	+$64K	﹤0.01%	310
2024 Q1	$216K	Hold	13,500	–	–	﹤0.01%	326
2023 Q4	$215K	Hold	13,500	–	–	﹤0.01%	319
2023 Q3	$233K	Hold	13,500	–	–	﹤0.01%	315
2023 Q2	$215K	Hold	13,500	–	–	﹤0.01%	330
2023 Q1	$212K	Buy	+13,500	New	+$211K	﹤0.01%	329

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

Bahl & Gaynor's BSM Position: Q2 2026 in Review

Bahl & Gaynor reduced its Black Stone Minerals (BSM) stake by 6.8% in Q2 2026, selling an estimated $125K and leaving 122,500 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #224.

Bahl & Gaynor first reported a position in BSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.99M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Bahl & Gaynor held 122,500 shares of Black Stone Minerals worth $1.71M as of Q2 2026.
Bahl & Gaynor sold 9,000 Black Stone Minerals shares in Q2 2026, an estimated $125K.
Black Stone Minerals made up 0.01% of Bahl & Gaynor's portfolio in Q2 2026, its #224 holding.
Bahl & Gaynor first reported a position in Black Stone Minerals in Q1 2023 and has held it in 14 quarters since.
Bahl & Gaynor's Black Stone Minerals position peaked at $1.99M in Q1 2026.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.