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 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 Boston, Massachusetts $2.3T AUM 54.33% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's BSM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Black Stone Minerals (BSM) position steady in Q1 2026 at 17,565 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #866.

U.S. Capital Wealth Advisors first reported a position in BSM in Q4 2022 and has held it in 12 quarters since. The position peaked at $332K in Q1 2025. 193 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

U.S. Capital Wealth Advisors held 17,565 shares of Black Stone Minerals worth $266K as of Q1 2026.
U.S. Capital Wealth Advisors left its Black Stone Minerals share count unchanged in Q1 2026.
Black Stone Minerals made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #866 holding.
U.S. Capital Wealth Advisors first reported a position in Black Stone Minerals in Q4 2022 and has held it in 12 quarters since.
U.S. Capital Wealth Advisors's Black Stone Minerals position peaked at $332K in Q1 2025.
193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.