Cetera Investment Advisers
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Cetera Investment Advisers’s Black Stone Minerals BSM Stock Holding History

Cetera Investment Advisers’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 		$435K Sell
28,773
-1,791
-6% -$26.6K ﹤0.01% 3640
2025
Q4 		$406K Sell
30,564
-2,724
-8% -$36.8K ﹤0.01% 3620
2025
Q3 		$437K Sell
33,288
-37,934
-53% -$477K ﹤0.01% 3484
2025
Q2 		$932K Sell
71,222
-1,581
-2% -$21.9K ﹤0.01% 2436
2025
Q1 		$1.11M Buy
72,803
+46,782
+180% +$703K ﹤0.01% 2183
2024
Q4 		$380K Buy
26,021
+10,737
+70% +$160K ﹤0.01% 2916
2024
Q3 		$231K Sell
15,284
-1,650
-10% -$24.7K ﹤0.01% 3282
2024
Q2 		$265K Buy
16,934
+666
+4% +$10.7K ﹤0.01% 3144
2024
Q1 		$260K Buy
+16,268
New +$258K ﹤0.01% 3162

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 $1.12B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Cetera Investment Advisers's BSM Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Black Stone Minerals (BSM) stake by 5.9% in Q1 2026, selling an estimated $26.6K and leaving 28,773 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

Cetera Investment Advisers first reported a position in BSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2025. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Cetera Investment Advisers held 28,773 shares of Black Stone Minerals worth $435K as of Q1 2026.
  • Cetera Investment Advisers sold 1,791 Black Stone Minerals shares in Q1 2026, an estimated $26.6K.
  • Black Stone Minerals made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3640 holding.
  • Cetera Investment Advisers first reported a position in Black Stone Minerals in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Black Stone Minerals position peaked at $1.11M in Q1 2025.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.