Mudita Advisors’s Black Stone Minerals BSM Stock Holding History

Mudita 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	$10.6M	Hold	760,877	–	–	2.21%	13
2026 Q1	$11.5M	Hold	760,877	–	–	2.35%	15
2025 Q4	$10.1M	Hold	760,877	–	–	2.19%	13
2025 Q3	$10M	Hold	760,877	–	–	2.89%	12
2025 Q2	$9.95M	Hold	760,877	–	–	3.34%	12
2025 Q1	$11.6M	Hold	760,877	–	–	5.87%	7
2024 Q4	$11.1M	Hold	760,877	–	–	6.24%	6
2024 Q3	$11.5M	Hold	760,877	–	–	6.29%	7
2024 Q2	$11.9M	Hold	760,877	–	–	6.11%	6
2024 Q1	$12.2M	Hold	760,877	–	–	7.24%	5
2023 Q4	$12.1M	Sell	760,877 -26,200	-3%	-$451K	8.43%	4
2023 Q3	$13.6M	Hold	787,077	–	–	9.9%	4
2023 Q2	$12.6M	Sell	787,077 -14,496	-2%	-$232K	9.61%	4
2023 Q1	$12.6M	Sell	801,573 -480,388	-37%	-$7.52M	11.26%	3
2022 Q4	$21.6M	Sell	1,281,961 -172,561	-12%	-$3.05M	18.88%	1
2022 Q3	$22.8M	Hold	1,454,522	–	–	21.13%	1
2022 Q2	$19.9M	Hold	1,454,522	–	–	16.02%	1
2022 Q1	$19.6M	Buy	1,454,522 +451,104	+45%	+$5.38M	13.09%	1
2021 Q4	$10.4M	Buy	+1,003,418	New	+$11.6M	9.35%	4

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

Mudita Advisors's BSM Position: Q2 2026 in Review

Mudita Advisors held its Black Stone Minerals (BSM) position steady in Q2 2026 at 760,877 shares worth $10.6M. The position accounts for 2.21% of the portfolio, ranked #13.

Mudita Advisors first reported a position in BSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.8M in Q3 2022. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Mudita Advisors held 760,877 shares of Black Stone Minerals worth $10.6M as of Q2 2026.
Mudita Advisors left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 2.21% of Mudita Advisors's portfolio in Q2 2026, its #13 holding.
Mudita Advisors first reported a position in Black Stone Minerals in Q4 2021 and has held it in 19 quarters since.
Mudita Advisors's Black Stone Minerals position peaked at $22.8M in Q3 2022.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Mudita Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.