JFS Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

JFS Wealth 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
2026 Q2	$457K	Hold	32,747	–	–	0.02%	239
2026 Q1	$495K	Hold	32,747	–	–	0.03%	226
2025 Q4	$435K	Hold	32,747	–	–	0.02%	241
2025 Q3	$430K	Hold	32,747	–	–	0.03%	242
2025 Q2	$428K	Hold	32,747	–	–	0.03%	221
2025 Q1	$500K	Hold	32,747	–	–	0.03%	201
2024 Q4	$478K	Hold	32,747	–	–	0.03%	200
2024 Q3	$494K	Buy	+32,747	New	+$491K	0.03%	197
2020 Q2	–	Sell	-1,400	Closed	-$7K	–	532
2020 Q1	$7K	Hold	1,400	–	–	﹤0.01%	365
2019 Q4	$18K	Hold	1,400	–	–	﹤0.01%	316
2019 Q3	$20K	Hold	1,400	–	–	0.01%	298
2019 Q2	$22K	Hold	1,400	–	–	0.01%	292
2019 Q1	$25K	Hold	1,400	–	–	0.01%	275
2018 Q4	$22K	Hold	1,400	–	–	0.01%	280
2018 Q3	$25K	Hold	1,400	–	–	0.01%	299
2018 Q2	$26K	Hold	1,400	–	–	0.01%	288
2018 Q1	$23K	Hold	1,400	–	–	0.01%	303
2017 Q4	$25K	Hold	1,400	–	–	0.01%	304
2017 Q3	$24K	Buy	+1,400	New	+$23.4K	0.01%	298

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

JFS Wealth Advisors's BSM Position: Q2 2026 in Review

JFS Wealth Advisors held its Black Stone Minerals (BSM) position steady in Q2 2026 at 32,747 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #239.

JFS Wealth Advisors first reported a position in BSM in Q3 2017 and has held it in 19 quarters since. The position peaked at $500K in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

JFS Wealth Advisors held 32,747 shares of Black Stone Minerals worth $457K as of Q2 2026.
JFS Wealth Advisors left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #239 holding.
JFS Wealth Advisors first reported a position in Black Stone Minerals in Q3 2017 and has held it in 19 quarters since.
JFS Wealth Advisors's Black Stone Minerals position peaked at $500K in Q1 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.