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U.S. Capital Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

U.S. Capital Wealth Advisors’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 		$266K Hold
17,565
– – 0.01% 866
2025
Q4 		$233K Sell
17,565
-500
-3% -$6.75K 0.01% 879
2025
Q3 		$237K Sell
18,065
-3,891
-18% -$49K 0.01% 848
2025
Q2 		$287K Buy
21,956
+187
+0.9% +$2.58K 0.01% 727
2025
Q1 		$332K Buy
21,769
+9,893
+83% +$149K 0.01% 680
2024
Q4 		$173K Buy
11,876
+214
+2% +$3.19K 0.01% 779
2024
Q3 		$176K Buy
11,662
+222
+2% +$3.33K 0.01% 677
2024
Q2 		$179K Buy
11,440
+132
+1% +$2.11K 0.01% 641
2024
Q1 		$181K Buy
11,308
+169
+2% +$2.68K 0.01% 652
2023
Q4 		$178K Buy
11,139
+144
+1% +$2.48K 0.01% 638
2023
Q3 		$189K Buy
+10,995
New +$187K 0.01% 605
2023
Q1 		– Sell
-4,841
Closed -$81.7K – 761
2022
Q4 		$81.7K Buy
+4,841
New +$85.7K ﹤0.01% 767

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return