JFG
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Jefferies Financial Group’s Black Stone Minerals BSM Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-62,400
Closed -$829K – 1773
2025
Q4 		$829K Hold
62,400
– – ﹤0.01% 1163
2025
Q3 		$820K Hold
62,400
– – ﹤0.01% 937
2025
Q2 		$816K Hold
62,400
– – 0.01% 787
2025
Q1 		$953K Hold
62,400
– – 0.01% 829
2024
Q4 		$911K Hold
62,400
– – 0.01% 915
2024
Q3 		$942K Hold
62,400
– – 0.01% 806
2024
Q2 		$978K Sell
62,400
-260
-0.4% -$4.16K 0.01% 753
2024
Q1 		$1M Buy
62,660
+70
+0.1% +$1.11K 0.01% 826
2023
Q4 		$999K Buy
62,590
+190
+0.3% +$3.27K 0.01% 953
2023
Q3 		$1.08M Hold
62,400
– – 0.01% 813
2023
Q2 		$995K Hold
62,400
– – 0.01% 914
2023
Q1 		$979K Hold
62,400
– – 0.01% 901
2022
Q4 		$1.05M Buy
+62,400
New +$1.1M 0.01% 856

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $28B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return

Jefferies Financial Group's BSM Position: Q1 2026 in Review

Jefferies Financial Group sold out of Black Stone Minerals (BSM) in Q1 2026, closing a stake of 62,400 shares — an estimated $829K sold.

Jefferies Financial Group first reported a position in BSM in Q4 2022 and held it in 13 quarters. The position peaked at $1.08M in Q3 2023. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Jefferies Financial Group reported no remaining Black Stone Minerals position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 62,400 Black Stone Minerals shares in Q1 2026, an estimated $829K.
  • Jefferies Financial Group first reported a position in Black Stone Minerals in Q4 2022 and held it in 13 quarters.
  • Jefferies Financial Group's Black Stone Minerals position peaked at $1.08M in Q3 2023.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.