Creative Planning
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Creative Planning’s Black Stone Minerals BSM Stock Holding History

Creative Planning’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 		$171K Sell
12,215
-400
-3% -$5.57K ﹤0.01% 3922
2026
Q1 		$191K Buy
12,615
+400
+3% +$5.93K ﹤0.01% 3754
2025
Q4 		$162K Sell
12,215
-607
-5% -$8.2K ﹤0.01% 3613
2025
Q3 		$168K Sell
12,822
-863
-6% -$10.9K ﹤0.01% 3547
2025
Q2 		$179K Buy
13,685
+270
+2% +$3.73K ﹤0.01% 3266
2025
Q1 		$205K Buy
13,415
+1,529
+13% +$23K ﹤0.01% 3048
2024
Q4 		$174K Buy
11,886
+29
+0.2% +$432 ﹤0.01% 3017
2024
Q3 		$179K Sell
11,857
-4,100
-26% -$61.4K ﹤0.01% 2879
2024
Q2 		$250K Buy
15,957
+3,956
+33% +$63.3K ﹤0.01% 2504
2024
Q1 		$192K Sell
12,001
-1,178
-9% -$18.7K ﹤0.01% 2579
2023
Q4 		$210K Buy
13,179
+921
+8% +$15.8K ﹤0.01% 2393
2023
Q3 		$211K Sell
12,258
-4,810
-28% -$82K ﹤0.01% 2200
2023
Q2 		$272K Buy
17,068
+3,598
+27% +$57.6K ﹤0.01% 1985
2023
Q1 		$211K Sell
13,470
-2,000
-13% -$31.3K ﹤0.01% 2088
2022
Q4 		$261K Buy
15,470
+3,420
+28% +$60.5K ﹤0.01% 1815
2022
Q3 		$189K Sell
12,050
-91
-0.7% -$1.38K ﹤0.01% 1925
2022
Q2 		$166K Buy
+12,141
New +$184K ﹤0.01% 1909
2017
Q3 		– Sell
-1,000
Closed -$16K – 2123
2017
Q2 		$16K Hold
1,000
– – ﹤0.01% 3308
2017
Q1 		$17K Sell
1,000
-4,000
-80% -$71.3K ﹤0.01% 3213
2016
Q4 		$94K Hold
5,000
– – ﹤0.01% 1914
2016
Q3 		$89K Buy
+5,000
New +$81.8K ﹤0.01% 1925

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

Creative Planning's BSM Position: Q2 2026 in Review

Creative Planning reduced its Black Stone Minerals (BSM) stake by 3.2% in Q2 2026, selling an estimated $5.57K and leaving 12,215 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #3922.

Creative Planning first reported a position in BSM in Q3 2016 and has held it in 21 quarters since. The position peaked at $272K in Q2 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Creative Planning held 12,215 shares of Black Stone Minerals worth $171K as of Q2 2026.
  • Creative Planning sold 400 Black Stone Minerals shares in Q2 2026, an estimated $5.57K.
  • Black Stone Minerals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3922 holding.
  • Creative Planning first reported a position in Black Stone Minerals in Q3 2016 and has held it in 21 quarters since.
  • Creative Planning's Black Stone Minerals position peaked at $272K in Q2 2023.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.