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Strategic Wealth Partners’s Black Stone Minerals BSM Stock Holding History

Strategic Wealth Partners’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 		$8.07K Hold
534
– – ﹤0.01% 944
2025
Q4 		$7.1K Hold
534
– – ﹤0.01% 973
2025
Q3 		$7.02K Hold
534
– – ﹤0.01% 977
2025
Q2 		$6.99K Buy
+534
New +$7.38K ﹤0.01% 850

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 $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Strategic Wealth Partners's BSM Position: Q1 2026 in Review

Strategic Wealth Partners held its Black Stone Minerals (BSM) position steady in Q1 2026 at 534 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Strategic Wealth Partners first reported a position in BSM in Q2 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Strategic Wealth Partners held 534 shares of Black Stone Minerals worth $8.07K as of Q1 2026.
  • Strategic Wealth Partners left its Black Stone Minerals share count unchanged in Q1 2026.
  • Black Stone Minerals made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #944 holding.
  • Strategic Wealth Partners first reported a position in Black Stone Minerals in Q2 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.