Sound Income Strategies’s Black Stone Minerals BSM Stock Holding History

Sound Income Strategies’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	–	Sell	-1,300	Closed	-$19.1K	–	736
2026 Q1	$19.1K	Hold	1,300	–	–	﹤0.01%	1205
2025 Q4	$18.3K	Hold	1,300	–	–	﹤0.01%	1188
2025 Q3	$17.1K	Hold	1,300	–	–	﹤0.01%	850
2025 Q2	$17K	Buy	+1,300	New	+$18K	﹤0.01%	789
2023 Q4	–	Sell	-61	Closed	-$1.05K	–	1334
2023 Q3	$1.05K	Hold	61	–	–	﹤0.01%	997
2023 Q2	$973	Buy	+61	New	+$976	﹤0.01%	977

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

RWC

Rare Wolf Capital Bellevue, Washington $156M AUM

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sound Income Strategies's BSM Position: Q2 2026 in Review

Sound Income Strategies sold out of Black Stone Minerals (BSM) in Q2 2026, closing a stake of 1,300 shares — an estimated $19.1K sold.

Sound Income Strategies first reported a position in BSM in Q2 2023 and held it in 6 quarters. The position peaked at $19.1K in Q1 2026. 50 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Sound Income Strategies reported no remaining Black Stone Minerals position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,300 Black Stone Minerals shares in Q2 2026, an estimated $19.1K.
Sound Income Strategies first reported a position in Black Stone Minerals in Q2 2023 and held it in 6 quarters.
Sound Income Strategies's Black Stone Minerals position peaked at $19.1K in Q1 2026.
50 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.