CF
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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 $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

Concorde Financial's BSM Position: Q4 2025 in Review

Concorde Financial sold out of Black Stone Minerals (BSM) in Q4 2025, closing a stake of 656,670 shares — an estimated $8.63M sold.

Concorde Financial first reported a position in BSM in Q1 2022 and held it in 15 quarters. The position peaked at $9.21M in Q1 2025. 193 funds tracked by Wall St. Rank hold BSM as of Q4 2025.

  • Concorde Financial reported no remaining Black Stone Minerals position as of Q4 2025 after selling out during the quarter.
  • Concorde Financial sold 656,670 Black Stone Minerals shares in Q4 2025, an estimated $8.63M.
  • Concorde Financial first reported a position in Black Stone Minerals in Q1 2022 and held it in 15 quarters.
  • Concorde Financial's Black Stone Minerals position peaked at $9.21M in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2025.

Based on Concorde Financial's 13F filing for Q4 2025, filed 17 Feb 2026.