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WMG Financial Advisors’s Black Stone Minerals BSM Stock Holding History

WMG Financial 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
Q2 		$143K Sell
10,250
-6,500
-39% -$90.4K 0.05% 98
2026
Q1 		$253K Hold
16,750
– – 0.11% 77
2025
Q4 		$223K Buy
16,750
+1,000
+6% +$13.5K 0.09% 98
2025
Q3 		$207K Hold
15,750
– – 0.07% 198
2025
Q2 		$206K Buy
+15,750
New +$218K 0.08% 178

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

WMG Financial Advisors's BSM Position: Q2 2026 in Review

WMG Financial Advisors reduced its Black Stone Minerals (BSM) stake by 39% in Q2 2026, selling an estimated $90.4K and leaving 10,250 shares worth $143K. The position accounts for 0.05% of the portfolio, ranked #98.

WMG Financial Advisors first reported a position in BSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $253K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • WMG Financial Advisors held 10,250 shares of Black Stone Minerals worth $143K as of Q2 2026.
  • WMG Financial Advisors sold 6,500 Black Stone Minerals shares in Q2 2026, an estimated $90.4K.
  • Black Stone Minerals made up 0.05% of WMG Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • WMG Financial Advisors first reported a position in Black Stone Minerals in Q2 2025 and has held it in 5 quarters since.
  • WMG Financial Advisors's Black Stone Minerals position peaked at $253K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.