Pekin Hardy Strauss’s Black Stone Minerals BSM Stock Holding History

Pekin Hardy Strauss’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	$424K	Buy	28,050 +1,700	+6%	+$25.2K	0.04%	321
2025 Q4	$350K	Buy	26,350 +8,800	+50%	+$119K	0.03%	334
2025 Q3	$231K	Sell	17,550 -450	-3%	-$5.66K	0.02%	359
2025 Q2	$235K	Hold	18,000	–	–	0.03%	325
2025 Q1	$275K	Hold	18,000	–	–	0.03%	290
2024 Q4	$263K	Hold	18,000	–	–	0.03%	307
2024 Q3	$272K	Hold	18,000	–	–	0.03%	293
2024 Q2	$282K	Hold	18,000	–	–	0.04%	266
2024 Q1	$288K	Hold	18,000	–	–	0.04%	275
2023 Q4	$287K	Hold	18,000	–	–	0.04%	254
2023 Q3	$310K	Hold	18,000	–	–	0.05%	233
2023 Q2	$287K	Sell	18,000 -1,500	-8%	-$24K	0.04%	246
2023 Q1	$306K	Hold	19,500	–	–	0.05%	237
2022 Q4	$329K	Sell	19,500 -2,200	-10%	-$38.9K	0.05%	230
2022 Q3	$340K	Buy	21,700 +7,500	+53%	+$114K	0.06%	221
2022 Q2	$194K	Hold	14,200	–	–	0.03%	291
2022 Q1	$191K	Buy	14,200 +2,200	+18%	+$26.2K	0.03%	313
2021 Q4	$124K	Hold	12,000	–	–	0.02%	325
2021 Q3	$145K	Buy	+12,000	New	+$127K	0.02%	319
2020 Q4	–	Sell	-24,300	Closed	-$149K	–	279
2020 Q3	$149K	Buy	+24,300	New	+$162K	0.03%	228

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 $1.02B AUM 27.44% 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