Steward Partners Investment Advisory’s Black Stone Minerals BSM Stock Holding History

Steward Partners Investment Advisory’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	$12.3K	Buy	882 +1	+0.1%	+$14	﹤0.01%	3630
2026 Q1	$13.3K	Buy	881 +1	+0.1%	+$15	﹤0.01%	3429
2025 Q4	$11.7K	Buy	880 +90	+11%	+$1.22K	﹤0.01%	3382
2025 Q3	$10.4K	Sell	790 -19,500	-96%	-$245K	﹤0.01%	3386
2025 Q2	$265K	Sell	20,290 -7,050	-26%	-$97.5K	﹤0.01%	1616
2025 Q1	$417K	Sell	27,340 -30,450	-53%	-$457K	﹤0.01%	1296
2024 Q4	$844K	Buy	57,790 +44,700	+341%	+$666K	0.01%	940
2024 Q3	$198K	Buy	13,090 +1,790	+16%	+$26.8K	﹤0.01%	1536
2024 Q2	$177K	Buy	11,300 +4,500	+66%	+$72K	﹤0.01%	1504
2024 Q1	$109K	Buy	+6,800	New	+$108K	﹤0.01%	1724

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

Steward Partners Investment Advisory's BSM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Black Stone Minerals (BSM) stake by 0.11% in Q2 2026, buying an estimated $14 and bringing the position to 882 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3630.

Steward Partners Investment Advisory first reported a position in BSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $844K in Q4 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Steward Partners Investment Advisory held 882 shares of Black Stone Minerals worth $12.3K as of Q2 2026.
Steward Partners Investment Advisory bought 1 Black Stone Minerals share in Q2 2026, an estimated $14.
Black Stone Minerals made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3630 holding.
Steward Partners Investment Advisory first reported a position in Black Stone Minerals in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Black Stone Minerals position peaked at $844K in Q4 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.