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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
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

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WMRU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return