ORG Partners’s Black Stone Minerals BSM Stock Holding History

ORG Partners’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
2025 Q1	–	Sell	-14,238	Closed	-$208K	–	1425
2024 Q4	$208K	Buy	14,238 +338	+2%	+$5.04K	0.03%	315
2024 Q3	$210K	Hold	13,900	–	–	0.03%	274
2024 Q2	$220K	Hold	13,900	–	–	0.03%	406
2024 Q1	$224K	Buy	+13,900	New	+$220K	0.43%	40
2023 Q4	–	Sell	-13,900	Closed	-$239K	–	1152
2023 Q3	$239K	Hold	13,900	–	–	0.07%	258
2023 Q2	$220K	Hold	13,900	–	–	0.04%	357
2023 Q1	$224K	Buy	+13,900	New	+$218K	0.05%	131

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $420M AUM 11.81% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

ORG Partners's BSM Position: Q1 2025 in Review

ORG Partners sold out of Black Stone Minerals (BSM) in Q1 2025, closing a stake of 14,238 shares — an estimated $208K sold.

ORG Partners first reported a position in BSM in Q1 2023 and held it in 7 quarters. The position peaked at $239K in Q3 2023. 177 funds tracked by Wall St. Rank hold BSM as of Q1 2025.

ORG Partners reported no remaining Black Stone Minerals position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 14,238 Black Stone Minerals shares in Q1 2025, an estimated $208K.
ORG Partners first reported a position in Black Stone Minerals in Q1 2023 and held it in 7 quarters.
ORG Partners's Black Stone Minerals position peaked at $239K in Q3 2023.
177 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.