Jones Financial Companies’s Black Stone Minerals BSM Stock Holding History

Jones Financial Companies’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	$616K	Buy	43,654 +11,037	+34%	+$154K	﹤0.01%	2127
2026 Q1	$494K	Sell	32,617 -53,663	-62%	-$796K	﹤0.01%	2048
2025 Q4	$1.15M	Buy	86,280 +85,000	+6,641%	+$1.15M	﹤0.01%	1172
2025 Q3	$17.1K	Sell	1,280 -720	-36%	-$9.06K	﹤0.01%	2870
2025 Q2	$26.1K	Sell	2,000 -1,040	-34%	-$14.4K	﹤0.01%	2491
2025 Q1	$46.3K	Buy	3,040 +1,040	+52%	+$15.6K	﹤0.01%	2096
2024 Q4	$29.2K	Buy	2,000 +1,000	+100%	+$14.9K	﹤0.01%	2093
2024 Q3	$15K	Hold	1,000	–	–	﹤0.01%	2064
2024 Q2	$15.7K	Buy	+1,000	New	+$16K	﹤0.01%	1617

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

Jones Financial Companies's BSM Position: Q2 2026 in Review

Jones Financial Companies increased its Black Stone Minerals (BSM) stake by 34% in Q2 2026, buying an estimated $154K and bringing the position to 43,654 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Jones Financial Companies first reported a position in BSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Jones Financial Companies held 43,654 shares of Black Stone Minerals worth $616K as of Q2 2026.
Jones Financial Companies bought 11,037 Black Stone Minerals shares in Q2 2026, an estimated $154K.
Black Stone Minerals made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2127 holding.
Jones Financial Companies first reported a position in Black Stone Minerals in Q2 2024 and has held it in 9 quarters since.
Jones Financial Companies's Black Stone Minerals position peaked at $1.15M in Q4 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.