RWA Wealth Partners’s Black Stone Minerals BSM Stock Holding History

RWA Wealth Partners’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	$743K	Buy	53,203 +8,254	+18%	+$115K	0.01%	401
2026 Q1	$680K	Sell	44,949 -1,461	-3%	-$21.7K	0.01%	403
2025 Q4	$617K	Sell	46,410 -3,487	-7%	-$47.1K	0.01%	408
2025 Q3	$656K	Sell	49,897 -8,976	-15%	-$113K	0.01%	401
2025 Q2	$770K	Hold	58,873	–	–	0.01%	364
2025 Q1	$899K	Sell	58,873 -19,431	-25%	-$292K	0.01%	341
2024 Q4	$1.14M	Hold	78,304	–	–	0.01%	303
2024 Q3	$1.18M	Sell	78,304 -60,707	-44%	-$910K	0.01%	302
2024 Q2	$2.18M	Hold	139,011	–	–	0.03%	227
2024 Q1	$2.22M	Buy	139,011 +249	+0.2%	+$3.94K	0.03%	228
2023 Q4	$2.21M	Sell	138,762 -836	-0.6%	-$14.4K	0.03%	216
2023 Q3	$2.41M	Buy	139,598 +82,276	+144%	+$1.4M	0.05%	122
2023 Q2	$914K	Sell	57,322 -86,736	-60%	-$1.39M	0.02%	174
2023 Q1	$2.26M	Hold	144,058	–	–	0.05%	97
2022 Q4	$2.26M	Sell	144,058 -594	-0.4%	-$10.5K	0.06%	100
2022 Q3	$2.26M	Sell	144,652 -11,120	-7%	-$169K	0.16%	88
2022 Q2	$2.13M	Sell	155,772 -675	-0.4%	-$10.2K	0.14%	90
2022 Q1	$2.11M	Hold	156,447	–	–	0.14%	99
2021 Q4	$1.62M	Hold	156,447	–	–	0.11%	108
2021 Q3	$1.89M	Hold	156,447	–	–	0.14%	98
2021 Q2	$1.68M	Hold	156,447	–	–	0.13%	102
2021 Q1	$1.36M	Sell	156,447 -34,985	-18%	-$311K	0.11%	107
2020 Q4	$1.28M	Hold	191,432	–	–	0.11%	103
2020 Q3	$1.18M	Hold	191,432	–	–	0.12%	96
2020 Q2	$1.24M	Hold	191,432	–	–	0.15%	92
2020 Q1	$896K	Hold	191,432	–	–	0.13%	101
2019 Q4	$2.44M	Hold	191,432	–	–	0.24%	81
2019 Q3	$2.73M	Hold	191,432	–	–	0.29%	79
2019 Q2	$2.97M	Hold	191,432	–	–	0.32%	76
2019 Q1	$3.38M	Hold	191,432	–	–	0.39%	66
2018 Q4	$2.96M	Sell	191,432 -1,196	-0.6%	-$20.2K	0.39%	69
2018 Q3	$3.51M	Buy	192,628 +243	+0.1%	+$4.42K	0.39%	61
2018 Q2	$3.56M	Buy	192,385 +78,489	+69%	+$1.41M	0.4%	63
2018 Q1	$1.89M	Buy	+113,896	New	+$2.03M	0.24%	86

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

RWA Wealth Partners's BSM Position: Q2 2026 in Review

RWA Wealth Partners increased its Black Stone Minerals (BSM) stake by 18% in Q2 2026, buying an estimated $115K and bringing the position to 53,203 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #401.

RWA Wealth Partners first reported a position in BSM in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.56M in Q2 2018. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

RWA Wealth Partners held 53,203 shares of Black Stone Minerals worth $743K as of Q2 2026.
RWA Wealth Partners bought 8,254 Black Stone Minerals shares in Q2 2026, an estimated $115K.
Black Stone Minerals made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #401 holding.
RWA Wealth Partners first reported a position in Black Stone Minerals in Q1 2018 and has held it in 34 quarters since.
RWA Wealth Partners's Black Stone Minerals position peaked at $3.56M in Q2 2018.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.