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Fort Sheridan Advisors’s Black Stone Minerals BSM Stock Holding History

Fort Sheridan 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 		$501K Hold
35,867
– – 0.05% 193
2026
Q1 		$542K Hold
35,867
– – 0.07% 178
2025
Q4 		$477K Hold
35,867
– – 0.06% 176
2025
Q3 		$471K Sell
35,867
-673
-2% -$8.47K 0.06% 172
2025
Q2 		$478K Sell
36,540
-19,131
-34% -$264K 0.07% 160
2025
Q1 		$850K Sell
55,671
-1,800
-3% -$27K 0.13% 112
2024
Q4 		$839K Hold
57,471
– – 0.12% 116
2024
Q3 		$868K Hold
57,471
– – 0.13% 112
2024
Q2 		$901K Buy
57,471
+24,140
+72% +$386K 0.15% 97
2024
Q1 		$533K Buy
33,331
+16,195
+95% +$256K 0.1% 125
2023
Q4 		$273K Buy
+17,136
New +$295K 0.05% 159

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

Fort Sheridan Advisors's BSM Position: Q2 2026 in Review

Fort Sheridan Advisors held its Black Stone Minerals (BSM) position steady in Q2 2026 at 35,867 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #193.

Fort Sheridan Advisors first reported a position in BSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $901K in Q2 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Fort Sheridan Advisors held 35,867 shares of Black Stone Minerals worth $501K as of Q2 2026.
  • Fort Sheridan Advisors left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up 0.05% of Fort Sheridan Advisors's portfolio in Q2 2026, its #193 holding.
  • Fort Sheridan Advisors first reported a position in Black Stone Minerals in Q4 2023 and has held it in 11 quarters since.
  • Fort Sheridan Advisors's Black Stone Minerals position peaked at $901K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.