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Bristlecone Advisors’s Black Stone Minerals BSM Stock Holding History

Bristlecone 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
2025
Q2 		– Sell
-49,347
Closed -$754K – 301
2025
Q1 		$754K Buy
49,347
+3,796
+8% +$57K 0.06% 165
2024
Q4 		$665K Buy
45,551
+13,141
+41% +$196K 0.05% 175
2024
Q3 		$489K Hold
32,410
– – 0.04% 185
2024
Q2 		$508K Hold
32,410
– – 0.04% 183
2024
Q1 		$518K Hold
32,410
– – 0.05% 183
2023
Q4 		$517K Hold
32,410
– – 0.05% 180
2023
Q3 		$558K Hold
32,410
– – 0.06% 161
2023
Q2 		$517K Hold
32,410
– – 0.05% 173
2023
Q1 		$509K Hold
32,410
– – 0.06% 169
2022
Q4 		$547K Buy
32,410
+461
+1% +$8.16K 0.07% 162
2022
Q3 		$500K Sell
31,949
-964
-3% -$14.6K 0.07% 165
2022
Q2 		$451K Buy
32,913
+6,037
+22% +$91.7K 0.06% 175
2022
Q1 		$362K Buy
26,876
+5,883
+28% +$70.1K 0.04% 184
2021
Q4 		$217K Buy
+20,993
New +$242K 0.03% 221

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

Bristlecone Advisors's BSM Position: Q2 2025 in Review

Bristlecone Advisors sold out of Black Stone Minerals (BSM) in Q2 2025, closing a stake of 49,347 shares — an estimated $754K sold.

Bristlecone Advisors first reported a position in BSM in Q4 2021 and held it in 14 quarters. The position peaked at $754K in Q1 2025. 184 funds tracked by Wall St. Rank hold BSM as of Q2 2025.

  • Bristlecone Advisors reported no remaining Black Stone Minerals position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 49,347 Black Stone Minerals shares in Q2 2025, an estimated $754K.
  • Bristlecone Advisors first reported a position in Black Stone Minerals in Q4 2021 and held it in 14 quarters.
  • Bristlecone Advisors's Black Stone Minerals position peaked at $754K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.