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Virtus ETF Advisers’s Black Stone Minerals BSM Stock Holding History

Virtus ETF Advisers’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
Q2 		– Sell
-15,285
Closed -$233K – 459
2025
Q1 		$233K Buy
15,285
+3,447
+29% +$51.8K 0.15% 186
2024
Q4 		$173K Buy
11,838
+1,463
+14% +$21.8K 0.07% 284
2024
Q3 		$157K Sell
10,375
-1,163
-10% -$17.4K 0.07% 320
2024
Q2 		$181K Buy
11,538
+811
+8% +$13K 0.09% 287
2024
Q1 		$171K Buy
+10,727
New +$170K 0.09% 302
2021
Q1 		– Sell
-231,845
Closed -$1.55M – 364
2020
Q4 		$1.55M Buy
231,845
+46,196
+25% +$312K 0.64% 57
2020
Q3 		$1.14M Sell
185,649
-10,675
-5% -$71.1K 0.6% 52
2020
Q2 		$1.28M Buy
196,324
+66,755
+52% +$424K 0.6% 29
2020
Q1 		$606K Sell
129,569
-122,693
-49% -$1.13M 0.25% 151
2019
Q4 		$3.21M Buy
252,262
+70,221
+39% +$894K 0.52% 117
2019
Q3 		$2.59M Buy
182,041
+38,455
+27% +$564K 0.52% 112
2019
Q2 		$2.23M Buy
+143,586
New +$2.45M 0.47% 126

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

Virtus ETF Advisers's BSM Position: Q2 2025 in Review

Virtus ETF Advisers sold out of Black Stone Minerals (BSM) in Q2 2025, closing a stake of 15,285 shares — an estimated $233K sold.

Virtus ETF Advisers first reported a position in BSM in Q2 2019 and held it in 12 quarters. The position peaked at $3.21M in Q4 2019. 184 funds tracked by Wall St. Rank hold BSM as of Q2 2025.

  • Virtus ETF Advisers reported no remaining Black Stone Minerals position as of Q2 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 15,285 Black Stone Minerals shares in Q2 2025, an estimated $233K.
  • Virtus ETF Advisers first reported a position in Black Stone Minerals in Q2 2019 and held it in 12 quarters.
  • Virtus ETF Advisers's Black Stone Minerals position peaked at $3.21M in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2025.

Based on Virtus ETF Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.