Mather Group’s Black Stone Minerals BSM Stock Holding History

Mather 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 Q2	$1.26K	Hold	90	–	–	﹤0.01%	1778
2026 Q1	$1.36K	Buy	+90	New	+$1.33K	﹤0.01%	1746
2025 Q4	–	Sell	-90	Closed	-$1.18K	–	779
2025 Q3	$1.18K	Buy	+90	New	+$1.13K	﹤0.01%	1575
2025 Q2	–	Sell	-90	Closed	-$1.37K	–	758
2025 Q1	$1.37K	Hold	90	–	–	﹤0.01%	1609
2024 Q4	$1.31K	Hold	90	–	–	﹤0.01%	1588
2024 Q3	$1.36K	Sell	90 -755	-89%	-$11.3K	﹤0.01%	1530
2024 Q2	$13.5K	Buy	845 +755	+839%	+$12.1K	﹤0.01%	1366
2024 Q1	$1.44K	Buy	+90	New	+$1.43K	﹤0.01%	1586

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

Mather Group's BSM Position: Q2 2026 in Review

Mather Group held its Black Stone Minerals (BSM) position steady in Q2 2026 at 90 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Mather Group first reported a position in BSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $13.5K in Q2 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Mather Group held 90 shares of Black Stone Minerals worth $1.26K as of Q2 2026.
Mather Group left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1778 holding.
Mather Group first reported a position in Black Stone Minerals in Q1 2024 and has held it in 8 quarters since.
Mather Group's Black Stone Minerals position peaked at $13.5K in Q2 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.