Savant Capital’s Black Stone Minerals BSM Stock Holding History

Savant Capital’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	$1.22M	Sell	87,271 -308	-0.4%	-$4.29K	﹤0.01%	796
2026 Q1	$1.32M	Sell	87,579 -1,477	-2%	-$21.9K	0.01%	536
2025 Q4	$1.18M	Sell	89,056 -2,186	-2%	-$29.5K	0.01%	537
2025 Q3	$1.2M	Buy	91,242 +500	+0.6%	+$6.29K	0.01%	513
2025 Q2	$1.19M	Hold	90,742	–	–	0.01%	474
2025 Q1	$1.39M	Hold	90,742	–	–	0.01%	400
2024 Q4	$1.32M	Hold	90,742	–	–	0.01%	556
2024 Q3	$1.37M	Hold	90,742	–	–	0.01%	544
2024 Q2	$1.42M	Hold	90,742	–	–	0.01%	483
2024 Q1	$1.45M	Hold	90,742	–	–	0.02%	438
2023 Q4	$1.45M	Hold	90,742	–	–	0.02%	346
2023 Q3	$1.56M	Hold	90,742	–	–	0.02%	307
2023 Q2	$1.45M	Hold	90,742	–	–	0.02%	312
2023 Q1	$1.42M	Buy	+90,742	New	+$1.42M	0.03%	269

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

Savant Capital's BSM Position: Q2 2026 in Review

Savant Capital reduced its Black Stone Minerals (BSM) stake by 0.35% in Q2 2026, selling an estimated $4.29K and leaving 87,271 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Savant Capital first reported a position in BSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.56M in Q3 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Savant Capital held 87,271 shares of Black Stone Minerals worth $1.22M as of Q2 2026.
Savant Capital sold 308 Black Stone Minerals shares in Q2 2026, an estimated $4.29K.
Black Stone Minerals made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #796 holding.
Savant Capital first reported a position in Black Stone Minerals in Q1 2023 and has held it in 14 quarters since.
Savant Capital's Black Stone Minerals position peaked at $1.56M in Q3 2023.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.