Rothwell Investment Advisors, LLC’s Black Stone Minerals BSM Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$15.8K	Buy	+1,104	New	+$16.1K	0.01%	676

Other funds holding BSM

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Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BSM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Black Stone Minerals (BSM) in Q3 2026: 1,104 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings.

90 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,104 shares of Black Stone Minerals worth $15.8K as of Q3 2026.
Black Stone Minerals was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Black Stone Minerals made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #676 holding.
90 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.