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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
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

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Bank of America
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PDM
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IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return