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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return
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