FG
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Fiduciary Group’s Black Stone Minerals BSM Stock Holding History

Fiduciary Group’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 		$262K Hold
18,730
– – 0.02% 280
2026
Q1 		$283K Hold
18,730
– – 0.02% 266
2025
Q4 		$249K Sell
18,730
-8,290
-31% -$112K 0.02% 271
2025
Q3 		$355K Buy
27,020
+1,900
+8% +$23.9K 0.03% 234
2025
Q2 		$329K Buy
25,120
+3,902
+18% +$53.9K 0.03% 231
2025
Q1 		$324K Buy
21,218
+1,406
+7% +$21.1K 0.03% 224
2024
Q4 		$289K Buy
19,812
+2,845
+17% +$42.4K 0.03% 237
2024
Q3 		$256K Buy
+16,967
New +$254K 0.03% 247

Other funds holding BSM

Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fiduciary Group's BSM Position: Q2 2026 in Review

Fiduciary Group held its Black Stone Minerals (BSM) position steady in Q2 2026 at 18,730 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #280.

Fiduciary Group first reported a position in BSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $355K in Q3 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Fiduciary Group held 18,730 shares of Black Stone Minerals worth $262K as of Q2 2026.
  • Fiduciary Group left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #280 holding.
  • Fiduciary Group first reported a position in Black Stone Minerals in Q3 2024 and has held it in 8 quarters since.
  • Fiduciary Group's Black Stone Minerals position peaked at $355K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.