Truist Financial
BSM icon

Truist Financial’s Black Stone Minerals BSM Stock Holding History

Truist Financial’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
Q2 		$373K Hold
26,676
– – ﹤0.01% 2407
2026
Q1 		$403K Hold
26,676
– – ﹤0.01% 2203
2025
Q4 		$355K Hold
26,676
– – ﹤0.01% 2238
2025
Q3 		$351K Buy
26,676
+4,388
+20% +$55.2K ﹤0.01% 2222
2025
Q2 		$292K Hold
22,288
– – ﹤0.01% 2228
2025
Q1 		$340K Hold
22,288
– – ﹤0.01% 2081
2024
Q4 		$325K Sell
22,288
-13,875
-38% -$207K ﹤0.01% 2111
2024
Q3 		$546K Sell
36,163
-13,305
-27% -$199K ﹤0.01% 1811
2024
Q2 		$775K Sell
49,468
-1,000
-2% -$16K ﹤0.01% 1735
2024
Q1 		$806K Sell
50,468
-33,875
-40% -$536K ﹤0.01% 1717
2023
Q4 		$1.35M Sell
84,343
-4,000
-5% -$68.8K ﹤0.01% 1463
2023
Q3 		$1.52M Sell
88,343
-494
-0.6% -$8.42K ﹤0.01% 1380
2023
Q2 		$1.42M Sell
88,837
-25,896
-23% -$414K ﹤0.01% 1420
2023
Q1 		$1.8M Buy
114,733
+98,985
+629% +$1.55M ﹤0.01% 1274
2022
Q4 		$266K Sell
15,748
-1,935
-11% -$34.2K ﹤0.01% 2286
2022
Q3 		$277K Sell
17,683
-421
-2% -$6.39K ﹤0.01% 2127
2022
Q2 		$248K Buy
18,104
+253
+1% +$3.84K ﹤0.01% 2327
2022
Q1 		$240K Hold
17,851
– – ﹤0.01% 2445
2021
Q4 		$184K Hold
17,851
– – ﹤0.01% 2610
2021
Q3 		$215K Hold
17,851
– – ﹤0.01% 2523
2021
Q2 		$192K Hold
17,851
– – ﹤0.01% 2596
2021
Q1 		$156K Hold
17,851
– – ﹤0.01% 2541
2020
Q4 		$119K Hold
17,851
– – ﹤0.01% 2455
2020
Q3 		$110K Hold
17,851
– – ﹤0.01% 2351
2020
Q2 		$116K Hold
17,851
– – ﹤0.01% 2281
2020
Q1 		$84K Hold
17,851
– – ﹤0.01% 2267
2019
Q4 		$227K Buy
+17,851
New +$227K ﹤0.01% 2297

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

Truist Financial's BSM Position: Q2 2026 in Review

Truist Financial held its Black Stone Minerals (BSM) position steady in Q2 2026 at 26,676 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Truist Financial first reported a position in BSM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.8M in Q1 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Truist Financial held 26,676 shares of Black Stone Minerals worth $373K as of Q2 2026.
  • Truist Financial left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2407 holding.
  • Truist Financial first reported a position in Black Stone Minerals in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Black Stone Minerals position peaked at $1.8M in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.