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Global Retirement Partners’s Black Stone Minerals BSM Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-29,450
Closed -$385K – 3893
2025
Q2 		$385K Buy
+29,450
New +$407K 0.01% 826
2024
Q3 		– Sell
-6,515
Closed -$102K – 3522
2024
Q2 		$102K Buy
6,515
+149
+2% +$2.38K ﹤0.01% 1188
2024
Q1 		$102K Sell
6,366
-1,995
-24% -$31.6K ﹤0.01% 1078
2023
Q4 		$135K Buy
+8,361
New +$144K 0.01% 906

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
CF
Concorde Financial Dallas, Texas $127M AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Retirement Partners's BSM Position: Q3 2025 in Review

Global Retirement Partners sold out of Black Stone Minerals (BSM) in Q3 2025, closing a stake of 29,450 shares — an estimated $385K sold.

Global Retirement Partners first reported a position in BSM in Q4 2023 and held it in 4 quarters. The position peaked at $385K in Q2 2025. 193 funds tracked by Wall St. Rank hold BSM as of Q3 2025.

  • Global Retirement Partners reported no remaining Black Stone Minerals position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 29,450 Black Stone Minerals shares in Q3 2025, an estimated $385K.
  • Global Retirement Partners first reported a position in Black Stone Minerals in Q4 2023 and held it in 4 quarters.
  • Global Retirement Partners's Black Stone Minerals position peaked at $385K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.