Choreo LLC’s Black Stone Minerals BSM Stock Holding History

Choreo LLC’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	$187K	Buy	13,350 +250	+2%	+$3.48K	﹤0.01%	1581
2026 Q1	$198K	Sell	13,100 -45	-0.3%	-$667	﹤0.01%	1487
2025 Q4	$178K	Buy	13,145 +40	+0.3%	+$540	﹤0.01%	1475
2025 Q3	$172K	Sell	13,105 -100	-0.8%	-$1.26K	﹤0.01%	1477
2025 Q2	$173K	Buy	13,205 +140	+1%	+$1.94K	﹤0.01%	1414
2025 Q1	$200K	Buy	13,065 +35	+0.3%	+$526	﹤0.01%	1312
2024 Q4	$187K	Hold	13,030	–	–	﹤0.01%	1451
2024 Q3	$197K	Buy	13,030 +55	+0.4%	+$824	﹤0.01%	1475
2024 Q2	$205K	Buy	+12,975	New	+$208K	﹤0.01%	1331

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

Choreo LLC's BSM Position: Q2 2026 in Review

Choreo LLC increased its Black Stone Minerals (BSM) stake by 1.9% in Q2 2026, buying an estimated $3.48K and bringing the position to 13,350 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Choreo LLC first reported a position in BSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $205K in Q2 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Choreo LLC held 13,350 shares of Black Stone Minerals worth $187K as of Q2 2026.
Choreo LLC bought 250 Black Stone Minerals shares in Q2 2026, an estimated $3.48K.
Black Stone Minerals made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1581 holding.
Choreo LLC first reported a position in Black Stone Minerals in Q2 2024 and has held it in 9 quarters since.
Choreo LLC's Black Stone Minerals position peaked at $205K in Q2 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.