CoreCap Advisors’s Black Stone Minerals BSM Stock Holding History

CoreCap 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	$838	Hold	60	–	–	﹤0.01%	2737
2026 Q1	$907	Hold	60	–	–	﹤0.01%	2549
2025 Q4	$797	Hold	60	–	–	﹤0.01%	2634
2025 Q3	$788	Sell	60 -961	-94%	-$12.1K	﹤0.01%	2515
2025 Q2	$13.4K	Buy	1,021 +25	+3%	+$346	﹤0.01%	1754
2025 Q1	$15.2K	Buy	996 +23	+2%	+$345	﹤0.01%	1647
2024 Q4	$14.2K	Buy	973 +22	+2%	+$328	﹤0.01%	1646
2024 Q3	$14.4K	Buy	951 +22	+2%	+$330	﹤0.01%	1677
2024 Q2	$14.6K	Buy	929 +20	+2%	+$320	﹤0.01%	985
2024 Q1	$14.5K	Buy	+909	New	+$14.4K	﹤0.01%	1614
2022 Q4	$154K	Buy	+9,144	New	+$162K	0.01%	594
2022 Q3	–	Sell	-3,578	Closed	-$49K	–	732
2022 Q2	$49K	Buy	+3,578	New	+$54.3K	﹤0.01%	942
2022 Q1	–	Sell	-250	Closed	-$3K	–	744
2021 Q4	$3K	Buy	+250	New	+$2.88K	﹤0.01%	1857

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

CoreCap Advisors's BSM Position: Q2 2026 in Review

CoreCap Advisors held its Black Stone Minerals (BSM) position steady in Q2 2026 at 60 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

CoreCap Advisors first reported a position in BSM in Q4 2021 and has held it in 13 quarters since. The position peaked at $154K in Q4 2022. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

CoreCap Advisors held 60 shares of Black Stone Minerals worth $838 as of Q2 2026.
CoreCap Advisors left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2737 holding.
CoreCap Advisors first reported a position in Black Stone Minerals in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Black Stone Minerals position peaked at $154K in Q4 2022.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.