Corient Private Wealth
BSM icon

Corient Private Wealth’s Black Stone Minerals BSM Stock Holding History

Corient Private Wealth’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
Q1 		$1.01M Sell
66,974
-347,760
-84% -$5.16M ﹤0.01% 1659
2025
Q4 		$5.51M Buy
414,734
+328,410
+380% +$4.44M ﹤0.01% 1008
2025
Q3 		$1.13M Sell
86,324
-88,152
-51% -$1.11M ﹤0.01% 1376
2025
Q2 		$2.28M Buy
174,476
+58,277
+50% +$806K ﹤0.01% 982
2025
Q1 		$1.77M Buy
116,199
+9,957
+9% +$150K ﹤0.01% 1017
2024
Q4 		$1.55M Buy
106,242
+6,500
+7% +$96.9K ﹤0.01% 1102
2024
Q3 		$1.51M Buy
99,742
+42,725
+75% +$640K ﹤0.01% 1226
2024
Q2 		$893K Buy
57,017
+24
+0% +$384 ﹤0.01% 1368
2024
Q1 		$911K Buy
56,993
+1,600
+3% +$25.3K ﹤0.01% 1342
2023
Q4 		$884K Buy
55,393
+200
+0.4% +$3.44K ﹤0.01% 1330
2023
Q3 		$951K Buy
55,193
+2,900
+6% +$49.4K ﹤0.01% 1208
2023
Q2 		$834K Buy
+52,293
New +$837K ﹤0.01% 1223

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return