Family Management’s Black Stone Minerals BSM Stock Holding History

Family 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
2026 Q1	$601K	Hold	39,767	–	–	0.07%	142
2025 Q4	$529K	Hold	39,767	–	–	0.07%	134
2025 Q3	$523K	Hold	39,767	–	–	0.07%	127
2025 Q2	$520K	Hold	39,767	–	–	0.08%	124
2025 Q1	$607K	Hold	39,767	–	–	0.1%	107
2024 Q4	$581K	Hold	39,767	–	–	0.09%	108
2024 Q3	$600K	Hold	39,767	–	–	0.1%	104
2024 Q2	$623K	Hold	39,767	–	–	0.11%	89
2024 Q1	$635K	Hold	39,767	–	–	0.12%	86
2023 Q4	$635K	Hold	39,767	–	–	0.13%	80
2023 Q3	$685K	Hold	39,767	–	–	0.16%	68
2023 Q2	$634K	Sell	39,767 -54,064	-58%	-$865K	0.14%	70
2023 Q1	$1.47M	Hold	93,831	–	–	0.34%	54
2022 Q4	$1.58M	Hold	93,831	–	–	0.39%	55
2022 Q3	$1.47M	Hold	93,831	–	–	0.39%	57
2022 Q2	$1.28M	Sell	93,831 -54,064	-37%	-$821K	0.37%	63
2022 Q1	$1.99M	Buy	147,895 +54,064	+58%	+$645K	0.55%	47
2021 Q4	$969K	Hold	93,831	–	–	0.25%	69
2021 Q3	$1.13M	Hold	93,831	–	–	0.31%	67
2021 Q2	$1.01M	Hold	93,831	–	–	0.27%	69
2021 Q1	$818K	Buy	93,831 +24,767	+36%	+$220K	0.26%	68
2020 Q4	$461K	Buy	+69,064	New	+$467K	0.16%	96

Other funds holding BSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

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

Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return