Parallel Advisors’s Black Stone Minerals BSM Stock Holding History

Parallel 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 Q1	$5.76K	Hold	380	–	–	﹤0.01%	2985
2025 Q4	$5.06K	Hold	380	–	–	﹤0.01%	2838
2025 Q3	$5K	Sell	380 -1	-0.3%	-$13	﹤0.01%	2772
2025 Q2	$4.98K	Buy	381 +10	+3%	+$138	﹤0.01%	2748
2025 Q1	$5.66K	Buy	371 +10	+3%	+$150	﹤0.01%	2636
2024 Q4	$5.28K	Buy	361 +8	+2%	+$119	﹤0.01%	2628
2024 Q3	$5.33K	Buy	353 +9	+3%	+$135	﹤0.01%	2589
2024 Q2	$5.39K	Buy	344 +7	+2%	+$112	﹤0.01%	2518
2024 Q1	$5.38K	Buy	337 +10	+3%	+$158	﹤0.01%	2508
2023 Q4	$5.21K	Buy	327 +10	+3%	+$172	﹤0.01%	2514
2023 Q3	$5.48K	Buy	317 +8	+3%	+$136	﹤0.01%	2472
2023 Q2	$4.94K	Buy	309 +9	+3%	+$144	﹤0.01%	2434
2023 Q1	$4.72K	Buy	300 +9	+3%	+$141	﹤0.01%	2428
2022 Q4	$4.92K	Buy	291 +6	+2%	+$106	﹤0.01%	2340
2022 Q3	$4K	Buy	285 +8	+3%	+$121	﹤0.01%	2366
2022 Q2	$4K	Buy	+277	New	+$4.21K	﹤0.01%	2321
2020 Q4	–	Sell	-4,500	Closed	-$28K	–	2572
2020 Q3	$28K	Buy	+4,500	New	+$30K	﹤0.01%	1304

Other funds holding BSM

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

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

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return