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IFP Advisors’s Black Stone Minerals BSM Stock Holding History

IFP 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
2025
Q4 		– Sell
-1,078
Closed -$14.2K – 4899
2025
Q3 		$14.2K Sell
1,078
-275
-20% -$3.46K ﹤0.01% 2742
2025
Q2 		$17.7K Buy
1,353
+328
+32% +$4.54K ﹤0.01% 2613
2025
Q1 		$15.7K Buy
1,025
+25
+3% +$375 ﹤0.01% 2397
2024
Q4 		$14.6K Buy
+1,000
New +$14.9K ﹤0.01% 2385
2023
Q3 		– Sell
-1,062
Closed -$16.9K – 3329
2023
Q2 		$16.9K Buy
+1,062
New +$17K ﹤0.01% 2092
2023
Q1 		– Sell
-700
Closed -$13K – 3493
2022
Q4 		$13K Hold
700
– – ﹤0.01% 3194
2022
Q3 		$13K Buy
+700
New +$10.6K ﹤0.01% 3432
2018
Q4 		– Sell
-1,616
Closed -$29K – 3540
2018
Q3 		$29K Buy
1,616
+11
+0.7% +$200 ﹤0.01% 2226
2018
Q2 		$30K Buy
+1,605
New +$28.9K ﹤0.01% 2216

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

IFP Advisors's BSM Position: Q4 2025 in Review

IFP Advisors sold out of Black Stone Minerals (BSM) in Q4 2025, closing a stake of 1,078 shares — an estimated $14.2K sold.

IFP Advisors first reported a position in BSM in Q2 2018 and held it in 9 quarters. The position peaked at $30K in Q2 2018. 193 funds tracked by Wall St. Rank hold BSM as of Q4 2025.

  • IFP Advisors reported no remaining Black Stone Minerals position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 1,078 Black Stone Minerals shares in Q4 2025, an estimated $14.2K.
  • IFP Advisors first reported a position in Black Stone Minerals in Q2 2018 and held it in 9 quarters.
  • IFP Advisors's Black Stone Minerals position peaked at $30K in Q2 2018.
  • 193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.