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

Novare 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 		$272K Buy
19,450
+1,250
+7% +$17.4K 0.02% 186
2026
Q1 		$275K Buy
18,200
+3,800
+26% +$56.4K 0.02% 170
2025
Q4 		$191K Buy
+14,400
New +$194K 0.01% 192

Other funds holding BSM

Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Novare Capital Management increased its Black Stone Minerals (BSM) stake by 6.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 19,450 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #186.

Novare Capital Management first reported a position in BSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Novare Capital Management held 19,450 shares of Black Stone Minerals worth $272K as of Q2 2026.
  • Novare Capital Management bought 1,250 Black Stone Minerals shares in Q2 2026, an estimated $17.4K.
  • Black Stone Minerals made up 0.02% of Novare Capital Management's portfolio in Q2 2026, its #186 holding.
  • Novare Capital Management first reported a position in Black Stone Minerals in Q4 2025 and has held it in 3 quarters since.
  • Novare Capital Management's Black Stone Minerals position peaked at $275K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.