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Summit Securities Group’s Black Stone Minerals BSM Stock Holding History

Summit Securities Group’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 		– Sell
-5,466
Closed -$82.6K – 1173
2026
Q1 		$82.6K Buy
+5,466
New +$81.1K 0.01% 310
2025
Q2 		– Sell
-500
Closed -$7.63K – 1109
2025
Q1 		$7.63K Sell
500
-4,400
-90% -$66.1K ﹤0.01% 578
2024
Q4 		$71.5K Buy
4,900
+1,300
+36% +$19.4K 0.01% 251
2024
Q3 		$54K Sell
3,600
-1,100
-23% -$16.5K 0.01% 212
2024
Q2 		$74K Buy
+4,700
New +$75.2K 0.01% 254
2024
Q1 		– Sell
-10,000
Closed -$160K – 503
2023
Q4 		$160K Buy
10,000
+7,700
+335% +$133K 0.01% 277
2023
Q3 		$40K Buy
+2,300
New +$39.2K ﹤0.01% 304
2023
Q2 		– Sell
-1,100
Closed -$17K – 895
2023
Q1 		$17K Sell
1,100
-20,019
-95% -$313K ﹤0.01% 645
2022
Q4 		$356K Sell
21,119
-1,481
-7% -$26.2K 0.01% 297
2022
Q3 		$354K Sell
22,600
-800
-3% -$12.1K 0.03% 307
2022
Q2 		$320K Buy
23,400
+21,600
+1,200% +$328K 0.04% 242
2022
Q1 		$24K Buy
+1,800
New +$21.5K ﹤0.01% 697

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

Summit Securities Group's BSM Position: Q2 2026 in Review

Summit Securities Group sold out of Black Stone Minerals (BSM) in Q2 2026, closing a stake of 5,466 shares — an estimated $82.6K sold.

Summit Securities Group first reported a position in BSM in Q1 2022 and held it in 12 quarters. The position peaked at $356K in Q4 2022. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Summit Securities Group reported no remaining Black Stone Minerals position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 5,466 Black Stone Minerals shares in Q2 2026, an estimated $82.6K.
  • Summit Securities Group first reported a position in Black Stone Minerals in Q1 2022 and held it in 12 quarters.
  • Summit Securities Group's Black Stone Minerals position peaked at $356K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.