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Golden State Wealth Management’s Black Stone Minerals BSM Stock Holding History

Golden State Wealth 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 		– Sell
-515
Closed -$7.79K – 1632
2026
Q1 		$7.79K Hold
515
– – ﹤0.01% 1136
2025
Q4 		$6.84K Hold
515
– – ﹤0.01% 1189
2025
Q3 		$6.77K Hold
515
– – ﹤0.01% 1185
2025
Q2 		$6.74K Hold
515
– – ﹤0.01% 1167
2025
Q1 		$7.86K Buy
+515
New +$7.73K ﹤0.01% 1063

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

Golden State Wealth Management's BSM Position: Q2 2026 in Review

Golden State Wealth Management sold out of Black Stone Minerals (BSM) in Q2 2026, closing a stake of 515 shares — an estimated $7.79K sold.

Golden State Wealth Management first reported a position in BSM in Q1 2025 and held it in 5 quarters. The position peaked at $7.86K in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Golden State Wealth Management reported no remaining Black Stone Minerals position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 515 Black Stone Minerals shares in Q2 2026, an estimated $7.79K.
  • Golden State Wealth Management first reported a position in Black Stone Minerals in Q1 2025 and held it in 5 quarters.
  • Golden State Wealth Management's Black Stone Minerals position peaked at $7.86K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.