EP Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

EP Wealth Advisors’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	Buy	12,220 +181	+2%	+$2.52K	﹤0.01%	1556
2026 Q1	$182K	Hold	12,039	–	–	﹤0.01%	1419
2025 Q4	$160K	Buy	+12,039	New	+$163K	﹤0.01%	1416
2025 Q2	$150K	Buy	11,438 +1	+0%	+$14	﹤0.01%	1321
2025 Q1	$175K	Sell	11,437 -13,154	-53%	-$198K	﹤0.01%	1165
2024 Q4	$359K	Sell	24,591 -3,000	-11%	-$44.7K	﹤0.01%	801
2024 Q3	$417K	Buy	+27,591	New	+$413K	﹤0.01%	747

Other funds holding BSM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

EP Wealth Advisors's BSM Position: Q2 2026 in Review

EP Wealth Advisors increased its Black Stone Minerals (BSM) stake by 1.5% in Q2 2026, buying an estimated $2.52K and bringing the position to 12,220 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

EP Wealth Advisors first reported a position in BSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $417K in Q3 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

EP Wealth Advisors held 12,220 shares of Black Stone Minerals worth $171K as of Q2 2026.
EP Wealth Advisors bought 181 Black Stone Minerals shares in Q2 2026, an estimated $2.52K.
Black Stone Minerals made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1556 holding.
EP Wealth Advisors first reported a position in Black Stone Minerals in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Black Stone Minerals position peaked at $417K in Q3 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

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