MAI Capital Management’s Black Stone Minerals BSM Stock Holding History

MAI Capital Management’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	$161K	Hold	11,500	–	–	﹤0.01%	1847
2026 Q1	$174K	Hold	11,500	–	–	﹤0.01%	1531
2025 Q4	$153K	Sell	11,500 -300	-3%	-$4.05K	﹤0.01%	1424
2025 Q3	$155K	Buy	11,800 +291	+3%	+$3.66K	﹤0.01%	1364
2025 Q2	$151K	Sell	11,509 -3,476	-23%	-$48.1K	﹤0.01%	1304
2025 Q1	$229K	Sell	14,985 -1,044	-7%	-$15.7K	﹤0.01%	1070
2024 Q4	$234K	Buy	+16,029	New	+$239K	﹤0.01%	1081

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

MAI Capital Management's BSM Position: Q2 2026 in Review

MAI Capital Management held its Black Stone Minerals (BSM) position steady in Q2 2026 at 11,500 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

MAI Capital Management first reported a position in BSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $234K in Q4 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

MAI Capital Management held 11,500 shares of Black Stone Minerals worth $161K as of Q2 2026.
MAI Capital Management left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1847 holding.
MAI Capital Management first reported a position in Black Stone Minerals in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's Black Stone Minerals position peaked at $234K in Q4 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.