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SVB Wealth’s Black Stone Minerals BSM Stock Holding History

SVB Wealth’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
Q2 		– Sell
-1,658
Closed -$25.3K – 689
2025
Q1 		$25.3K Buy
+1,658
New +$24.9K ﹤0.01% 709
2023
Q4 		– Sell
-10,370
Closed -$179K – 889
2023
Q3 		$179K Sell
10,370
-1,035
-9% -$17.6K ﹤0.01% 762
2023
Q2 		$182K Sell
11,405
-1,371
-11% -$21.9K ﹤0.01% 831
2023
Q1 		$200K Sell
12,776
-441
-3% -$6.91K ﹤0.01% 887
2022
Q4 		$223K Buy
+13,217
New +$234K ﹤0.01% 875
2021
Q4 		– Sell
-34,135
Closed -$412K – 834
2021
Q3 		$412K Buy
34,135
+3,015
+10% +$32K 0.01% 667
2021
Q2 		$334K Buy
31,120
+5,367
+21% +$54.1K ﹤0.01% 715
2021
Q1 		$225K Buy
+25,753
New +$229K ﹤0.01% 794

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

SVB Wealth's BSM Position: Q2 2025 in Review

SVB Wealth sold out of Black Stone Minerals (BSM) in Q2 2025, closing a stake of 1,658 shares — an estimated $25.3K sold.

SVB Wealth first reported a position in BSM in Q1 2021 and held it in 8 quarters. The position peaked at $412K in Q3 2021. 184 funds tracked by Wall St. Rank hold BSM as of Q2 2025.

  • SVB Wealth reported no remaining Black Stone Minerals position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,658 Black Stone Minerals shares in Q2 2025, an estimated $25.3K.
  • SVB Wealth first reported a position in Black Stone Minerals in Q1 2021 and held it in 8 quarters.
  • SVB Wealth's Black Stone Minerals position peaked at $412K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.