Swan Capital’s Black Stone Minerals BSM Stock Holding History

Swan Capital’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 Q4	–	Sell	-50	Closed	-$657	–	518
2025 Q3	$657	Buy	+50	New	+$629	﹤0.01%	423

Other funds holding BSM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

Swan Capital's BSM Position: Q4 2025 in Review

Swan Capital sold out of Black Stone Minerals (BSM) in Q4 2025, closing a stake of 50 shares — an estimated $657 sold.

Swan Capital first reported a position in BSM in Q3 2025 and held it in 1 quarter. The position peaked at $657 in Q3 2025. 193 funds tracked by Wall St. Rank hold BSM as of Q4 2025.

Swan Capital reported no remaining Black Stone Minerals position as of Q4 2025 after selling out during the quarter.
Swan Capital sold 50 Black Stone Minerals shares in Q4 2025, an estimated $657.
Swan Capital first reported a position in Black Stone Minerals in Q3 2025 and held it in 1 quarter.
Swan Capital's Black Stone Minerals position peaked at $657 in Q3 2025.
193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2025.

Based on Swan Capital's 13F filing for Q4 2025, filed 12 Feb 2026.