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Clearstead Advisors’s Black Stone Minerals BSM Stock Holding History

Clearstead 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
-102
Closed -$1.56K – 2752
2025
Q1 		$1.56K Buy
102
+3
+3% +$45 ﹤0.01% 1936
2024
Q4 		$1.45K Buy
99
+2
+2% +$30 ﹤0.01% 1883
2024
Q3 		$1.47K Buy
97
+2
+2% +$30 ﹤0.01% 1867
2024
Q2 		$1.48K Buy
95
+3
+3% +$48 ﹤0.01% 1850
2024
Q1 		$1.45K Sell
92
-3,245
-97% -$51.4K ﹤0.01% 1358
2023
Q4 		$53.3K Sell
3,337
-3,331
-50% -$57.3K ﹤0.01% 722
2023
Q3 		$115K Buy
6,668
+3,336
+100% +$56.9K ﹤0.01% 693
2023
Q2 		$53.1K Buy
3,332
+3
+0.1% +$48 ﹤0.01% 721
2023
Q1 		$52.2K Buy
3,329
+82
+3% +$1.28K ﹤0.01% 658
2022
Q4 		$54.8K Hold
3,247
– – ﹤0.01% 610
2022
Q3 		$51K Buy
+3,247
New +$49.3K ﹤0.01% 599

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 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

Clearstead Advisors's BSM Position: Q2 2025 in Review

Clearstead Advisors sold out of Black Stone Minerals (BSM) in Q2 2025, closing a stake of 102 shares — an estimated $1.56K sold.

Clearstead Advisors first reported a position in BSM in Q3 2022 and held it in 11 quarters. The position peaked at $115K in Q3 2023. 184 funds tracked by Wall St. Rank hold BSM as of Q2 2025.

  • Clearstead Advisors reported no remaining Black Stone Minerals position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 102 Black Stone Minerals shares in Q2 2025, an estimated $1.56K.
  • Clearstead Advisors first reported a position in Black Stone Minerals in Q3 2022 and held it in 11 quarters.
  • Clearstead Advisors's Black Stone Minerals position peaked at $115K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.