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Howard Financial Services’s Black Stone Minerals BSM Stock Holding History

Howard Financial Services’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 		$1.29M Buy
92,418
+185
+0.2% +$2.57K 0.13% 78
2026
Q1 		$1.39M Buy
92,233
+169
+0.2% +$2.51K 0.16% 63
2025
Q4 		$1.22M Sell
92,064
-15
-0% -$203 0.14% 61
2025
Q3 		$1.21M Buy
92,079
+197
+0.2% +$2.48K 0.15% 59
2025
Q2 		$1.2M Buy
91,882
+220
+0.2% +$3.04K 0.16% 58
2025
Q1 		$1.4M Buy
91,662
+197
+0.2% +$2.96K 0.19% 51
2024
Q4 		$1.34M Sell
91,465
-80
-0.1% -$1.19K 0.18% 54
2024
Q3 		$1.38M Buy
91,545
+109
+0.1% +$1.63K 0.2% 46
2024
Q2 		$1.43M Buy
91,436
+96
+0.1% +$1.54K 0.23% 45
2024
Q1 		$1.46M Sell
91,340
-5,877
-6% -$93.1K 0.25% 45
2023
Q4 		$1.55M Sell
97,217
-46
-0% -$792 0.3% 43
2023
Q3 		$1.68M Buy
97,263
+109
+0.1% +$1.86K 0.38% 37
2023
Q2 		$1.55M Buy
97,154
+3,711
+4% +$59.4K 0.37% 35
2023
Q1 		$1.47M Buy
93,443
+116
+0.1% +$1.82K 0.36% 35
2022
Q4 		$1.57M Buy
93,327
+2,131
+2% +$37.7K 0.41% 36
2022
Q3 		$1.43M Buy
91,196
+8,215
+10% +$125K 0.46% 35
2022
Q2 		$1.14M Buy
82,981
+2,108
+3% +$32K 0.39% 31
2022
Q1 		$1.09M Buy
80,873
+1,846
+2% +$22K 0.32% 31
2021
Q4 		$816K Buy
79,027
+1,665
+2% +$19.2K 0.24% 37
2021
Q3 		$932K Buy
77,362
+1,489
+2% +$15.8K 0.35% 32
2021
Q2 		$816K Buy
75,873
+1,300
+2% +$13.1K 0.32% 34
2021
Q1 		$650K Buy
74,573
+1,336
+2% +$11.9K 0.29% 36
2020
Q4 		$489K Buy
73,237
+1,430
+2% +$9.67K 0.26% 48
2020
Q3 		$441K Buy
71,807
+1,618
+2% +$10.8K 0.29% 44
2020
Q2 		$456K Buy
70,189
+1,195
+2% +$7.59K 0.32% 42
2020
Q1 		$323K Buy
68,994
+2,172
+3% +$20K 0.29% 48
2019
Q4 		$850K Buy
66,822
+4,786
+8% +$61K 0.52% 35
2019
Q3 		$883K Buy
62,036
+11,317
+22% +$166K 0.58% 36
2019
Q2 		$786K Buy
50,719
+1,107
+2% +$18.9K 0.54% 38
2019
Q1 		$875K Buy
49,612
+992
+2% +$17K 0.62% 35
2018
Q4 		$753K Buy
+48,620
New +$822K 0.58% 37

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

Howard Financial Services's BSM Position: Q2 2026 in Review

Howard Financial Services increased its Black Stone Minerals (BSM) stake by 0.2% in Q2 2026, buying an estimated $2.57K and bringing the position to 92,418 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #78.

Howard Financial Services first reported a position in BSM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.68M in Q3 2023. 199 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Howard Financial Services held 92,418 shares of Black Stone Minerals worth $1.29M as of Q2 2026.
  • Howard Financial Services bought 185 Black Stone Minerals shares in Q2 2026, an estimated $2.57K.
  • Black Stone Minerals made up 0.13% of Howard Financial Services's portfolio in Q2 2026, its #78 holding.
  • Howard Financial Services first reported a position in Black Stone Minerals in Q4 2018 and has held it in 31 quarters since.
  • Howard Financial Services's Black Stone Minerals position peaked at $1.68M in Q3 2023.
  • 199 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.