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Savvy Advisors Inc’s Black Stone Minerals BSM Stock Holding History

Savvy Advisors Inc’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
2025
Q4 		– Sell
-13,117
Closed -$172K – 1036
2025
Q3 		$172K Sell
13,117
-2,303
-15% -$29K 0.01% 792
2025
Q2 		$202K Buy
+15,420
New +$213K 0.01% 613

Other funds holding BSM

Morgan Stanley
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
Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

Savvy Advisors Inc's BSM Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Black Stone Minerals (BSM) in Q4 2025, closing a stake of 13,117 shares — an estimated $172K sold.

Savvy Advisors Inc first reported a position in BSM in Q2 2025 and held it in 2 quarters. The position peaked at $202K in Q2 2025. 193 funds tracked by Wall St. Rank hold BSM as of Q4 2025.

  • Savvy Advisors Inc reported no remaining Black Stone Minerals position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 13,117 Black Stone Minerals shares in Q4 2025, an estimated $172K.
  • Savvy Advisors Inc first reported a position in Black Stone Minerals in Q2 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's Black Stone Minerals position peaked at $202K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.