MG
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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
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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 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 $1.02B AUM 27.44% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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