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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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

Sunbelt Securities's BSM Position: Q1 2026 in Review

Sunbelt Securities increased its Black Stone Minerals (BSM) stake by 0.14% in Q1 2026, buying an estimated $400 and bringing the position to 19,808 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #530.

Sunbelt Securities first reported a position in BSM in Q2 2019 and has held it in 16 quarters since. The position peaked at $1M in Q3 2019. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Sunbelt Securities held 19,808 shares of Black Stone Minerals worth $299K as of Q1 2026.
  • Sunbelt Securities bought 27 Black Stone Minerals shares in Q1 2026, an estimated $400.
  • Black Stone Minerals made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #530 holding.
  • Sunbelt Securities first reported a position in Black Stone Minerals in Q2 2019 and has held it in 16 quarters since.
  • Sunbelt Securities's Black Stone Minerals position peaked at $1M in Q3 2019.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.