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Vident Advisory’s Black Stone Minerals BSM Stock Holding History

Vident Advisory’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 		– Sell
-55,687
Closed -$740K – 1847
2025
Q4 		$740K Sell
55,687
-9,365
-14% -$126K 0.01% 947
2025
Q3 		$855K Buy
+65,052
New +$819K 0.01% 905
2025
Q2 		– Sell
-30,452
Closed -$465K – 1622
2025
Q1 		$465K Sell
30,452
-1,286
-4% -$19.3K 0.01% 1074
2024
Q4 		$463K Buy
31,738
+846
+3% +$12.6K 0.01% 992
2024
Q3 		$466K Buy
30,892
+1,498
+5% +$22.4K 0.01% 959
2024
Q2 		$461K Buy
29,394
+11,500
+64% +$184K 0.01% 931
2024
Q1 		$286K Buy
17,894
+5,633
+46% +$89.2K 0.01% 1056
2023
Q4 		$196K Buy
12,261
+935
+8% +$16.1K ﹤0.01% 1222
2023
Q3 		$195K Buy
+11,326
New +$193K 0.01% 1124

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 $420M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Vident Advisory's BSM Position: Q1 2026 in Review

Vident Advisory sold out of Black Stone Minerals (BSM) in Q1 2026, closing a stake of 55,687 shares — an estimated $740K sold.

Vident Advisory first reported a position in BSM in Q3 2023 and held it in 9 quarters. The position peaked at $855K in Q3 2025. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Vident Advisory reported no remaining Black Stone Minerals position as of Q1 2026 after selling out during the quarter.
  • Vident Advisory sold 55,687 Black Stone Minerals shares in Q1 2026, an estimated $740K.
  • Vident Advisory first reported a position in Black Stone Minerals in Q3 2023 and held it in 9 quarters.
  • Vident Advisory's Black Stone Minerals position peaked at $855K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.