Independent Advisor Alliance’s Black Stone Minerals BSM Stock Holding History

Independent Advisor Alliance’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	$1.05M	Buy	75,170 +44	+0.1%	+$612	0.02%	446
2026 Q1	$1.14M	Buy	75,126 +39	+0.1%	+$578	0.01%	767
2025 Q4	$998K	Buy	75,087 +43	+0.1%	+$581	0.02%	470
2025 Q3	$986K	Buy	75,044 +46	+0.1%	+$579	0.03%	447
2025 Q2	$981K	Buy	74,998 +1,511	+2%	+$20.9K	0.03%	424
2025 Q1	$1.12M	Buy	73,487 +10	+0%	+$150	0.04%	355
2024 Q4	$1.07M	Buy	73,477 +400	+0.5%	+$5.96K	0.01%	713
2024 Q3	$1.1M	Hold	73,077	–	–	0.04%	315
2024 Q2	$1.15M	Hold	73,077	–	–	0.04%	300
2024 Q1	$1.17M	Sell	73,077 -1,360	-2%	-$21.5K	0.04%	297
2023 Q4	$1.19M	Hold	74,437	–	–	0.04%	279
2023 Q3	$1.28M	Hold	74,437	–	–	0.06%	258
2023 Q2	$1.19M	Hold	74,437	–	–	0.05%	271
2023 Q1	$1.17M	Buy	+74,437	New	+$1.17M	0.06%	272

Other funds holding BSM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Independent Advisor Alliance's BSM Position: Q2 2026 in Review

Independent Advisor Alliance increased its Black Stone Minerals (BSM) stake by 0.06% in Q2 2026, buying an estimated $612 and bringing the position to 75,170 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #446.

Independent Advisor Alliance first reported a position in BSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.28M in Q3 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Independent Advisor Alliance held 75,170 shares of Black Stone Minerals worth $1.05M as of Q2 2026.
Independent Advisor Alliance bought 44 Black Stone Minerals shares in Q2 2026, an estimated $612.
Black Stone Minerals made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #446 holding.
Independent Advisor Alliance first reported a position in Black Stone Minerals in Q1 2023 and has held it in 14 quarters since.
Independent Advisor Alliance's Black Stone Minerals position peaked at $1.28M in Q3 2023.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.