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Cadence Bank’s Black Stone Minerals BSM Stock Holding History

Cadence Bank’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
Q4 		$220K Sell
16,556
-10,164
-38% -$137K 0.01% 312
2025
Q3 		$351K Sell
26,720
-13,377
-33% -$168K 0.02% 265
2025
Q2 		$524K Buy
40,097
+1,063
+3% +$14.7K 0.03% 227
2025
Q1 		$596K Buy
39,034
+709
+2% +$10.6K 0.04% 207
2024
Q4 		$560K Buy
38,325
+10,675
+39% +$159K 0.04% 216
2024
Q3 		$418K Buy
27,650
+689
+3% +$10.3K 0.03% 238
2024
Q2 		$422K Buy
26,961
+611
+2% +$9.78K 0.03% 203
2024
Q1 		$421K Buy
26,350
+784
+3% +$12.4K 0.03% 239
2023
Q4 		$408K Buy
25,566
+670
+3% +$11.5K 0.03% 239
2023
Q3 		$429K Buy
24,896
+670
+3% +$11.4K 0.04% 232
2023
Q2 		$386K Buy
24,226
+674
+3% +$10.8K 0.03% 247
2023
Q1 		$370K Buy
23,552
+701
+3% +$11K 0.03% 247
2022
Q4 		$386K Buy
22,851
+554
+2% +$9.8K 0.04% 251
2022
Q3 		$349K Buy
+22,297
New +$338K 0.04% 248

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PDM
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IMA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 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