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

Stratos 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 		$231K Buy
16,510
+190
+1% +$2.64K ﹤0.01% 1558
2026
Q1 		$247K Buy
16,320
+6,002
+58% +$89K ﹤0.01% 1430
2025
Q4 		$137K Buy
10,318
+3
+0% +$41 ﹤0.01% 1542
2025
Q3 		$136K Buy
10,315
+202
+2% +$2.54K ﹤0.01% 1506
2025
Q2 		$132K Buy
+10,113
New +$140K ﹤0.01% 1370

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

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

Stratos Wealth Partners increased its Black Stone Minerals (BSM) stake by 1.2% in Q2 2026, buying an estimated $2.64K and bringing the position to 16,510 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Stratos Wealth Partners first reported a position in BSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Stratos Wealth Partners held 16,510 shares of Black Stone Minerals worth $231K as of Q2 2026.
  • Stratos Wealth Partners bought 190 Black Stone Minerals shares in Q2 2026, an estimated $2.64K.
  • Black Stone Minerals made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1558 holding.
  • Stratos Wealth Partners first reported a position in Black Stone Minerals in Q2 2025 and has held it in 5 quarters since.
  • Stratos Wealth Partners's Black Stone Minerals position peaked at $247K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.