EWM
BSM icon

Empirical Wealth Management’s Black Stone Minerals BSM Stock Holding History

Empirical Wealth Management’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
2025
Q3 		– Sell
-17,000
Closed -$222K – 804
2025
Q2 		$222K Hold
17,000
– – 0.01% 612
2025
Q1 		$260K Hold
17,000
– – 0.01% 547
2024
Q4 		$248K Hold
17,000
– – 0.01% 540
2024
Q3 		$257K Hold
17,000
– – 0.01% 491
2024
Q2 		$266K Sell
17,000
-1,150
-6% -$18.4K 0.01% 476
2024
Q1 		$290K Buy
+18,150
New +$287K 0.01% 446

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
CF
Concorde Financial Dallas, Texas $127M AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Empirical Wealth Management's BSM Position: Q3 2025 in Review

Empirical Wealth Management sold out of Black Stone Minerals (BSM) in Q3 2025, closing a stake of 17,000 shares — an estimated $222K sold.

Empirical Wealth Management first reported a position in BSM in Q1 2024 and held it in 6 quarters. The position peaked at $290K in Q1 2024. 193 funds tracked by Wall St. Rank hold BSM as of Q3 2025.

  • Empirical Wealth Management reported no remaining Black Stone Minerals position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 17,000 Black Stone Minerals shares in Q3 2025, an estimated $222K.
  • Empirical Wealth Management first reported a position in Black Stone Minerals in Q1 2024 and held it in 6 quarters.
  • Empirical Wealth Management's Black Stone Minerals position peaked at $290K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.