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Diversified Trust’s Black Stone Minerals BSM Stock Holding History

Diversified Trust’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 		$235K Hold
16,787
– – ﹤0.01% 1001
2026
Q1 		$254K Hold
16,787
– – ﹤0.01% 898
2025
Q4 		$223K Hold
16,787
– – ﹤0.01% 940
2025
Q3 		$221K Hold
16,787
– – ﹤0.01% 902
2025
Q2 		$220K Hold
16,787
– – ﹤0.01% 845
2025
Q1 		$256K Hold
16,787
– – 0.01% 779
2024
Q4 		$245K Hold
16,787
– – 0.01% 800
2024
Q3 		$253K Hold
16,787
– – 0.01% 774
2024
Q2 		$263K Hold
16,787
– – 0.01% 713
2024
Q1 		$268K Hold
16,787
– – 0.01% 677
2023
Q4 		$268K Hold
16,787
– – 0.01% 697
2023
Q3 		$289K Hold
16,787
– – 0.01% 633
2023
Q2 		$268K Hold
16,787
– – 0.01% 675
2023
Q1 		$263K Hold
16,787
– – 0.01% 671
2022
Q4 		$283K Hold
16,787
– – 0.01% 605
2022
Q3 		$263K Hold
16,787
– – 0.01% 584
2022
Q2 		$230K Hold
16,787
– – 0.01% 647
2022
Q1 		$226K Hold
16,787
– – 0.01% 723
2021
Q4 		$173K Hold
16,787
– – 0.01% 786
2021
Q3 		$202K Buy
16,787
+388
+2% +$4.11K 0.01% 724
2021
Q2 		$176K Buy
16,399
+260
+2% +$2.62K 0.01% 721
2021
Q1 		$141K Buy
16,139
+300
+2% +$2.66K 0.01% 714
2020
Q4 		$106K Buy
15,839
+328
+2% +$2.22K ﹤0.01% 707
2020
Q3 		$95K Buy
15,511
+328
+2% +$2.19K ﹤0.01% 615
2020
Q2 		$99K Buy
15,183
+170
+1% +$1.08K 0.01% 524
2020
Q1 		$70K Buy
15,013
+500
+3% +$4.6K ﹤0.01% 405
2019
Q4 		$185K Buy
14,513
+425
+3% +$5.41K 0.01% 431
2019
Q3 		$201K Buy
14,088
+356
+3% +$5.22K 0.01% 331
2019
Q2 		$213K Buy
+13,732
New +$234K 0.01% 338
2016
Q3 		– Sell
-18,013
Closed -$279K – 294
2016
Q2 		$279K Hold
18,013
– – 0.03% 312
2016
Q1 		$252K Hold
18,013
– – 0.03% 332
2015
Q4 		$260K Buy
+18,013
New +$260K 0.03% 342

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

Diversified Trust's BSM Position: Q2 2026 in Review

Diversified Trust held its Black Stone Minerals (BSM) position steady in Q2 2026 at 16,787 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Diversified Trust first reported a position in BSM in Q4 2015 and has held it in 32 quarters since. The position peaked at $289K in Q3 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Diversified Trust held 16,787 shares of Black Stone Minerals worth $235K as of Q2 2026.
  • Diversified Trust left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1001 holding.
  • Diversified Trust first reported a position in Black Stone Minerals in Q4 2015 and has held it in 32 quarters since.
  • Diversified Trust's Black Stone Minerals position peaked at $289K in Q3 2023.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.