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Concurrent Investment Advisors’s Black Stone Minerals BSM Stock Holding History

Concurrent Investment 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
2026
Q2 		$243K Sell
17,427
-3,000
-15% -$41.7K ﹤0.01% 1821
2026
Q1 		$309K Hold
20,427
– – ﹤0.01% 1485
2025
Q4 		$271K Buy
+20,427
New +$276K ﹤0.01% 1465

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Concurrent Investment Advisors's BSM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Black Stone Minerals (BSM) stake by 15% in Q2 2026, selling an estimated $41.7K and leaving 17,427 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Concurrent Investment Advisors first reported a position in BSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Concurrent Investment Advisors held 17,427 shares of Black Stone Minerals worth $243K as of Q2 2026.
  • Concurrent Investment Advisors sold 3,000 Black Stone Minerals shares in Q2 2026, an estimated $41.7K.
  • Black Stone Minerals made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1821 holding.
  • Concurrent Investment Advisors first reported a position in Black Stone Minerals in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Black Stone Minerals position peaked at $309K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.