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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
Q2 		$7.46K Hold
534
– – ﹤0.01% 981
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 $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Strategic Wealth Partners's BSM Position: Q2 2026 in Review

Strategic Wealth Partners held its Black Stone Minerals (BSM) position steady in Q2 2026 at 534 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Strategic Wealth Partners first reported a position in BSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.07K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Strategic Wealth Partners held 534 shares of Black Stone Minerals worth $7.46K as of Q2 2026.
  • Strategic Wealth Partners left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #981 holding.
  • Strategic Wealth Partners first reported a position in Black Stone Minerals in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Black Stone Minerals position peaked at $8.07K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.