Beacon Pointe Advisors’s Black Stone Minerals BSM Stock Holding History

Beacon Pointe 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	$1.52M	Buy	108,613 +6,407	+6%	+$89.1K	0.01%	865
2026 Q1	$1.55M	Buy	102,206 +22,414	+28%	+$332K	0.01%	818
2025 Q4	$1.06M	Buy	79,792 +4,002	+5%	+$54K	0.01%	818
2025 Q3	$996K	Sell	75,790 -24,113	-24%	-$303K	0.01%	763
2025 Q2	$1.31M	Buy	99,903 +125	+0.1%	+$1.73K	0.01%	588
2025 Q1	$1.52M	Buy	99,778 +6,485	+7%	+$97.4K	0.02%	527
2024 Q4	$1.36M	Buy	93,293 +30,639	+49%	+$457K	0.02%	561
2024 Q3	$946K	Buy	62,654 +15,920	+34%	+$239K	0.01%	649
2024 Q2	$732K	Sell	46,734 -11,935	-20%	-$191K	0.01%	739
2024 Q1	$938K	Hold	58,669	–	–	0.01%	709
2023 Q4	$936K	Buy	58,669 +15,569	+36%	+$268K	0.01%	681
2023 Q3	$743K	Buy	+43,100	New	+$735K	0.01%	727

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

Beacon Pointe Advisors's BSM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Black Stone Minerals (BSM) stake by 6.3% in Q2 2026, buying an estimated $89.1K and bringing the position to 108,613 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #865.

Beacon Pointe Advisors first reported a position in BSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Beacon Pointe Advisors held 108,613 shares of Black Stone Minerals worth $1.52M as of Q2 2026.
Beacon Pointe Advisors bought 6,407 Black Stone Minerals shares in Q2 2026, an estimated $89.1K.
Black Stone Minerals made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #865 holding.
Beacon Pointe Advisors first reported a position in Black Stone Minerals in Q3 2023 and has held it in 12 quarters since.
Beacon Pointe Advisors's Black Stone Minerals position peaked at $1.55M in Q1 2026.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.