CF
BSM icon

Concorde Financial’s Black Stone Minerals BSM Stock Holding History

Concorde Financial’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
Q4 		– Sell
-656,670
Closed -$8.63M – 28
2025
Q3 		$8.63M Buy
656,670
+55,175
+9% +$694K 4.78% 4
2025
Q2 		$7.87M Sell
601,495
-1,879
-0.3% -$26K 4.65% 5
2025
Q1 		$9.21M Buy
603,374
+120,165
+25% +$1.8M 5.08% 3
2024
Q4 		$7.05M Buy
483,209
+2,202
+0.5% +$32.8K 4.2% 6
2024
Q3 		$7.26M Buy
481,007
+94,589
+24% +$1.42M 4.28% 3
2024
Q2 		$6.06M Buy
386,418
+6,162
+2% +$98.6K 3.98% 7
2024
Q1 		$6.08M Buy
380,256
+19,941
+6% +$316K 5.53% 7
2023
Q4 		$5.75M Sell
360,315
-10,628
-3% -$183K 3.94% 10
2023
Q3 		$6.39M Buy
370,943
+8
+0% +$136 10.9% 3
2023
Q2 		$5.92M Buy
370,935
+55,424
+18% +$887K 3.87% 6
2023
Q1 		$4.95M Buy
315,511
+246,843
+359% +$3.87M 3.61% 9
2022
Q4 		$1.07M Hold
68,668
– – 0.72% 37
2022
Q3 		$1.07M Sell
68,668
-132,810
-66% -$2.02M 0.73% 37
2022
Q2 		$2.76M Sell
201,478
-11,909
-6% -$181K 3.08% 16
2022
Q1 		$3.29M Buy
+213,387
New +$2.54M 2.02% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 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