Colonial River Investments’s Black Stone Minerals BSM Stock Holding History

Colonial River Investments’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	$247K	Sell	17,685 -210	-1%	-$2.92K	0.07%	222
2026 Q1	$271K	Sell	17,895 -280	-2%	-$4.15K	0.1%	193
2025 Q4	$242K	Sell	18,175 -655	-3%	-$8.85K	0.09%	209
2025 Q3	$247K	Sell	18,830 -220	-1%	-$2.77K	0.09%	198
2025 Q2	$253K	Sell	19,050 -600	-3%	-$8.29K	0.11%	183
2025 Q1	$300K	Buy	19,650 +235	+1%	+$3.53K	0.17%	133
2024 Q4	$283K	Buy	19,415 +1,790	+10%	+$26.7K	0.14%	151
2024 Q3	$266K	Sell	17,625 -240	-1%	-$3.6K	0.13%	168
2024 Q2	$280K	Sell	17,865 -545	-3%	-$8.72K	0.15%	116
2024 Q1	$294K	Buy	18,410 +1,525	+9%	+$24.1K	0.17%	121
2023 Q4	$269K	Buy	+16,885	New	+$291K	0.16%	151

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

Colonial River Investments's BSM Position: Q2 2026 in Review

Colonial River Investments reduced its Black Stone Minerals (BSM) stake by 1.2% in Q2 2026, selling an estimated $2.92K and leaving 17,685 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #222.

Colonial River Investments first reported a position in BSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $300K in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Colonial River Investments held 17,685 shares of Black Stone Minerals worth $247K as of Q2 2026.
Colonial River Investments sold 210 Black Stone Minerals shares in Q2 2026, an estimated $2.92K.
Black Stone Minerals made up 0.07% of Colonial River Investments's portfolio in Q2 2026, its #222 holding.
Colonial River Investments first reported a position in Black Stone Minerals in Q4 2023 and has held it in 11 quarters since.
Colonial River Investments's Black Stone Minerals position peaked at $300K in Q1 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.