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 Q2	$553K	Buy	39,602 +10,829	+38%	+$151K	﹤0.01%	3599
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 New York $1.89T AUM 35.08% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $487M AUM 11.51% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cetera Investment Advisers's BSM Position: Q2 2026 in Review

Cetera Investment Advisers increased its Black Stone Minerals (BSM) stake by 38% in Q2 2026, buying an estimated $151K and bringing the position to 39,602 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

Cetera Investment Advisers first reported a position in BSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Cetera Investment Advisers held 39,602 shares of Black Stone Minerals worth $553K as of Q2 2026.
Cetera Investment Advisers bought 10,829 Black Stone Minerals shares in Q2 2026, an estimated $151K.
Black Stone Minerals made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3599 holding.
Cetera Investment Advisers first reported a position in Black Stone Minerals in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Black Stone Minerals position peaked at $1.11M in Q1 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.