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
2025 Q1	–	Sell	-1,500	Closed	-$21.9K	–	822
2024 Q4	$21.9K	Buy	+1,500	New	+$22.4K	﹤0.01%	378
2023 Q2	–	Sell	-6,400	Closed	-$100K	–	896
2023 Q1	$100K	Hold	6,400	–	–	0.01%	289
2022 Q4	$108K	Sell	6,400 -17,300	-73%	-$306K	﹤0.01%	584
2022 Q3	$371K	Buy	23,700 +20,700	+690%	+$314K	0.03%	297
2022 Q2	$41K	Buy	+3,000	New	+$45.5K	0.01%	600

Other funds holding BSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Summit Securities Group's BSM Position: Q1 2026 in Review

Summit Securities Group opened a new position in Black Stone Minerals (BSM) in Q1 2026: 5,466 shares worth $82.6K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BSM as recently as Q1 2025.

Summit Securities Group first reported a position in BSM in Q1 2022 and has held it in 12 quarters since. The position peaked at $356K in Q4 2022. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

Summit Securities Group held 5,466 shares of Black Stone Minerals worth $82.6K as of Q1 2026.
Black Stone Minerals was a new Summit Securities Group position in Q1 2026.
Black Stone Minerals made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #310 holding.
Summit Securities Group first reported a position in Black Stone Minerals in Q1 2022 and has held it in 12 quarters since.
Summit Securities Group's Black Stone Minerals position peaked at $356K in Q4 2022.
192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.