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
Q2 		$805K Sell
57,646
-9,328
-14% -$130K ﹤0.01% 1929
2026
Q1 		$1.01M Sell
66,974
-140,393
-68% -$2.08M ﹤0.01% 1659
2025
Q4 		$2.76M Buy
207,367
+121,043
+140% +$1.63M ﹤0.01% 1004
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 $1.89T 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

Corient Private Wealth's BSM Position: Q2 2026 in Review

Corient Private Wealth reduced its Black Stone Minerals (BSM) stake by 14% in Q2 2026, selling an estimated $130K and leaving 57,646 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Corient Private Wealth first reported a position in BSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.76M in Q4 2025. 199 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Corient Private Wealth held 57,646 shares of Black Stone Minerals worth $805K as of Q2 2026.
  • Corient Private Wealth sold 9,328 Black Stone Minerals shares in Q2 2026, an estimated $130K.
  • Black Stone Minerals made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1929 holding.
  • Corient Private Wealth first reported a position in Black Stone Minerals in Q2 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Black Stone Minerals position peaked at $2.76M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.