Raymond James Financial’s Black Stone Minerals BSM Stock Holding History

Raymond James Financial’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	$2.27M	Sell	162,784 -8,292	-5%	-$115K	﹤0.01%	3398
2026 Q1	$2.59M	Buy	171,076 +5,141	+3%	+$76.2K	﹤0.01%	3151
2025 Q4	$2.21M	Sell	165,935 -7,176	-4%	-$96.9K	﹤0.01%	3198
2025 Q3	$2.27M	Sell	173,111 -90,196	-34%	-$1.14M	﹤0.01%	3080
2025 Q2	$3.44M	Buy	263,307 +16,237	+7%	+$224K	﹤0.01%	2644
2025 Q1	$3.77M	Sell	247,070 -41,342	-14%	-$621K	﹤0.01%	2511
2024 Q4	$4.21M	Buy	+288,412	New	+$4.3M	﹤0.01%	2430

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

Raymond James Financial's BSM Position: Q2 2026 in Review

Raymond James Financial reduced its Black Stone Minerals (BSM) stake by 4.8% in Q2 2026, selling an estimated $115K and leaving 162,784 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

Raymond James Financial first reported a position in BSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.21M in Q4 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Raymond James Financial held 162,784 shares of Black Stone Minerals worth $2.27M as of Q2 2026.
Raymond James Financial sold 8,292 Black Stone Minerals shares in Q2 2026, an estimated $115K.
Black Stone Minerals made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3398 holding.
Raymond James Financial first reported a position in Black Stone Minerals in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Black Stone Minerals position peaked at $4.21M in Q4 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.