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Integrated Wealth Concepts’s Black Stone Minerals BSM Stock Holding History

Integrated Wealth Concepts’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 		$2.79K Buy
+200
New +$2.78K ﹤0.01% 5244

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

Integrated Wealth Concepts's BSM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Black Stone Minerals (BSM) in Q2 2026: 200 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #5244 among its holdings.

200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Integrated Wealth Concepts held 200 shares of Black Stone Minerals worth $2.79K as of Q2 2026.
  • Black Stone Minerals was a new Integrated Wealth Concepts position in Q2 2026.
  • Black Stone Minerals made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5244 holding.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.