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 Q2	$453K	Buy	32,456 +4,406	+16%	+$61.3K	0.04%	332
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	0.03%	246
2023 Q1	$306K	Hold	19,500	–	–	0.04%	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	0.05%	221
2022 Q2	$194K	Hold	14,200	–	–	0.03%	291
2022 Q1	$191K	Buy	14,200 +2,200	+18%	+$26.2K	0.02%	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 $1.89T 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

Pekin Hardy Strauss's BSM Position: Q2 2026 in Review

Pekin Hardy Strauss increased its Black Stone Minerals (BSM) stake by 16% in Q2 2026, buying an estimated $61.3K and bringing the position to 32,456 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #332.

Pekin Hardy Strauss first reported a position in BSM in Q3 2020 and has held it in 21 quarters since. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Pekin Hardy Strauss held 32,456 shares of Black Stone Minerals worth $453K as of Q2 2026.
Pekin Hardy Strauss bought 4,406 Black Stone Minerals shares in Q2 2026, an estimated $61.3K.
Black Stone Minerals made up 0.04% of Pekin Hardy Strauss's portfolio in Q2 2026, its #332 holding.
Pekin Hardy Strauss first reported a position in Black Stone Minerals in Q3 2020 and has held it in 21 quarters since.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.