Sunbelt Securities’s Black Stone Minerals BSM Stock Holding History

Sunbelt Securities’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	$299K	Buy	19,808 +27	+0.1%	+$400	0.02%	530
2025 Q4	$263K	Sell	19,781 -1,792	-8%	-$24.2K	0.02%	562
2025 Q3	$283K	Buy	21,573 +279	+1%	+$3.51K	0.02%	543
2025 Q2	$311K	Sell	21,294 -72	-0.3%	-$995	0.03%	474
2025 Q1	$326K	Buy	21,366 +72	+0.3%	+$1.08K	0.03%	434
2024 Q4	$306K	Buy	21,294 +69	+0.3%	+$1.03K	0.03%	480
2024 Q3	$320K	Buy	21,225 +71	+0.3%	+$1.06K	0.03%	463
2024 Q2	$331K	Buy	21,154 +64	+0.3%	+$1.02K	0.03%	425
2024 Q1	$337K	Buy	21,090 +81	+0.4%	+$1.28K	0.04%	408
2023 Q4	$335K	Buy	21,009 +69	+0.3%	+$1.19K	0.04%	387
2023 Q3	$361K	Buy	20,940 +69	+0.3%	+$1.18K	0.05%	360
2023 Q2	$333K	Buy	20,871 +71	+0.3%	+$1.14K	0.05%	362
2023 Q1	$321K	Buy	+20,800	New	+$326K	0.05%	334
2020 Q1	–	Sell	-56,760	Closed	-$722K	–	402
2019 Q4	$722K	Sell	56,760 -13,627	-19%	-$174K	0.08%	246
2019 Q3	$1M	Buy	70,387 +50,387	+252%	+$739K	0.11%	184
2019 Q2	$310K	Buy	+20,000	New	+$341K	0.13%	195

Other funds holding BSM

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

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

Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return