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 Q2	$556K	Hold	39,767	–	–	0.06%	161
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	–	–	0.38%	57
2022 Q2	$1.28M	Sell	93,831 -54,064	-37%	-$821K	0.35%	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 $1.89T 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

Family Management's BSM Position: Q2 2026 in Review

Family Management held its Black Stone Minerals (BSM) position steady in Q2 2026 at 39,767 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #161.

Family Management first reported a position in BSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.99M in Q1 2022. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Family Management held 39,767 shares of Black Stone Minerals worth $556K as of Q2 2026.
Family Management left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.06% of Family Management's portfolio in Q2 2026, its #161 holding.
Family Management first reported a position in Black Stone Minerals in Q4 2020 and has held it in 23 quarters since.
Family Management's Black Stone Minerals position peaked at $1.99M in Q1 2022.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.