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Forum Financial Management’s Black Stone Minerals BSM Stock Holding History

Forum Financial 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 		$4.19M Hold
300,000
– – 0.05% 59
2026
Q1 		$4.54M Hold
300,000
– – 0.06% 53
2025
Q4 		$3.99M Buy
+300,000
New +$4.05M 0.05% 80

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

Forum Financial Management's BSM Position: Q2 2026 in Review

Forum Financial Management held its Black Stone Minerals (BSM) position steady in Q2 2026 at 300,000 shares worth $4.19M. The position accounts for 0.05% of the portfolio, ranked #59.

Forum Financial Management first reported a position in BSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.54M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Forum Financial Management held 300,000 shares of Black Stone Minerals worth $4.19M as of Q2 2026.
  • Forum Financial Management left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #59 holding.
  • Forum Financial Management first reported a position in Black Stone Minerals in Q4 2025 and has held it in 3 quarters since.
  • Forum Financial Management's Black Stone Minerals position peaked at $4.54M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.