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BOK Financial’s Black Stone Minerals BSM Stock Holding History

BOK Financial’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 		$1.48M Buy
+98,000
New +$1.45M 0.02% 371
2025
Q2 		– Sell
-20,000
Closed -$305K – 1171
2025
Q1 		$305K Hold
20,000
– – 0.01% 643
2024
Q4 		$300K Hold
20,000
– – 0.01% 642
2024
Q3 		$304K Hold
20,000
– – 0.01% 652
2024
Q2 		$313K Hold
20,000
– – 0.01% 697
2024
Q1 		$322K Hold
20,000
– – 0.01% 624
2023
Q4 		$319K Hold
20,000
– – 0.01% 603
2023
Q3 		$360K Hold
20,000
– – 0.01% 577
2023
Q2 		$319K Hold
20,000
– – 0.01% 600
2023
Q1 		$314K Hold
20,000
– – 0.01% 620
2022
Q4 		$337K Buy
+20,000
New +$354K 0.01% 744
2022
Q1 		– Sell
-20,000
Closed -$207K – 976
2021
Q4 		$207K Buy
+20,000
New +$231K ﹤0.01% 928

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