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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
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
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