Newbridge Financial Services Group’s Black Stone Minerals BSM Stock Holding History

Newbridge Financial Services 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	$51.7K	Sell	3,698 -1,245	-25%	-$17.3K	0.01%	482
2026 Q1	$74.7K	Hold	4,943	–	–	0.01%	356
2025 Q4	$65.7K	Buy	4,943 +1,962	+66%	+$26.5K	0.01%	378
2025 Q3	$39.2K	Hold	2,981	–	–	0.01%	567
2025 Q2	$39K	Buy	2,981 +1,245	+72%	+$17.2K	0.01%	556
2025 Q1	$26.5K	Hold	1,736	–	–	0.01%	496
2024 Q4	$25.3K	Hold	1,736	–	–	0.01%	550
2024 Q3	$26.2K	Hold	1,736	–	–	0.01%	333
2024 Q2	$27.2K	Sell	1,736 -300	-15%	-$4.8K	0.01%	508
2024 Q1	$32.5K	Sell	2,036 -1,000	-33%	-$15.8K	0.01%	500
2023 Q4	$48.5K	Buy	3,036 +2,236	+280%	+$38.5K	0.02%	399
2023 Q3	$13.8K	Sell	800 -1,200	-60%	-$20.5K	0.01%	739
2023 Q2	$31.9K	Buy	2,000 +700	+54%	+$11.2K	0.02%	565
2023 Q1	$20.4K	Buy	1,300 +500	+63%	+$7.83K	0.01%	715
2022 Q4	$13.5K	Buy	+800	New	+$14.2K	0.01%	836

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

Newbridge Financial Services Group's BSM Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Black Stone Minerals (BSM) stake by 25% in Q2 2026, selling an estimated $17.3K and leaving 3,698 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #482.

Newbridge Financial Services Group first reported a position in BSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $74.7K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Newbridge Financial Services Group held 3,698 shares of Black Stone Minerals worth $51.7K as of Q2 2026.
Newbridge Financial Services Group sold 1,245 Black Stone Minerals shares in Q2 2026, an estimated $17.3K.
Black Stone Minerals made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #482 holding.
Newbridge Financial Services Group first reported a position in Black Stone Minerals in Q4 2022 and has held it in 15 quarters since.
Newbridge Financial Services Group's Black Stone Minerals position peaked at $74.7K in Q1 2026.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.