Private Trust Company’s Black Stone Minerals BSM Stock Holding History

Private Trust Company’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	$6.99K	Hold	500	–	–	﹤0.01%	2200
2026 Q1	$7.56K	Hold	500	–	–	﹤0.01%	2069
2025 Q4	$6.64K	Hold	500	–	–	﹤0.01%	2078
2025 Q3	$6.57K	Hold	500	–	–	﹤0.01%	2063
2025 Q2	$6.54K	Hold	500	–	–	﹤0.01%	1957
2025 Q1	$7.63K	Hold	500	–	–	﹤0.01%	1894
2024 Q4	$7.3K	Hold	500	–	–	﹤0.01%	1852
2024 Q3	$7.55K	Hold	500	–	–	﹤0.01%	1821
2024 Q2	$7.83K	Hold	500	–	–	﹤0.01%	1766
2024 Q1	$7.99K	Hold	500	–	–	﹤0.01%	1741
2023 Q4	$7.98K	Hold	500	–	–	﹤0.01%	1733
2023 Q3	$8.62K	Hold	500	–	–	﹤0.01%	1650
2023 Q2	$7.97K	Buy	+500	New	+$8K	﹤0.01%	1710

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

Private Trust Company's BSM Position: Q2 2026 in Review

Private Trust Company held its Black Stone Minerals (BSM) position steady in Q2 2026 at 500 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Private Trust Company first reported a position in BSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.62K in Q3 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Private Trust Company held 500 shares of Black Stone Minerals worth $6.99K as of Q2 2026.
Private Trust Company left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2200 holding.
Private Trust Company first reported a position in Black Stone Minerals in Q2 2023 and has held it in 13 quarters since.
Private Trust Company's Black Stone Minerals position peaked at $8.62K in Q3 2023.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.