BG
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
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
PDM
Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return