AWE
BSM icon

Avidian Wealth Enterprises’s Black Stone Minerals BSM Stock Holding History

Avidian Wealth Enterprises’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 		$359K Sell
25,071
-6,929
-22% -$101K 0.01% 563
2026
Q2 		$447K Hold
32,000
– – 0.01% 497
2026
Q1 		$484K Buy
32,000
+2,000
+7% +$29.7K 0.02% 441
2025
Q4 		$399K Hold
30,000
– – 0.01% 422
2025
Q3 		$394K Buy
30,000
+1,000
+3% +$12.6K 0.01% 417
2025
Q2 		$379K Hold
29,000
– – 0.02% 395
2025
Q1 		$443K Buy
29,000
+1,500
+5% +$22.5K 0.02% 332
2024
Q4 		$402K Hold
27,500
– – 0.02% 343
2024
Q3 		$415K Hold
27,500
– – 0.02% 331
2024
Q2 		$431K Hold
27,500
– – 0.02% 318
2024
Q1 		$439K Buy
+27,500
New +$435K 0.02% 285
2023
Q2 		– Sell
-13,029
Closed -$204K – 418
2023
Q1 		$204K Buy
13,029
+198
+2% +$3.1K 0.01% 452
2022
Q4 		$216K Buy
12,831
+151
+1% +$2.67K 0.01% 419
2022
Q3 		$198K Buy
12,680
+170
+1% +$2.58K 0.01% 394
2022
Q2 		$171K Buy
12,510
+1,934
+18% +$29.4K 0.01% 426
2022
Q1 		$142K Buy
10,576
+135
+1% +$1.61K 0.01% 470
2021
Q4 		$108K Buy
10,441
+121
+1% +$1.4K 0.01% 507
2021
Q3 		$124K Buy
10,320
+139
+1% +$1.47K 0.01% 368
2021
Q2 		$109K Buy
+10,181
New +$103K 0.01% 381

Other funds holding BSM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's BSM Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Black Stone Minerals (BSM) stake by 22% in Q3 2026, selling an estimated $101K and leaving 25,071 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #563.

Avidian Wealth Enterprises first reported a position in BSM in Q2 2021 and has held it in 19 quarters since. The position peaked at $484K in Q1 2026. 5 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

  • Avidian Wealth Enterprises held 25,071 shares of Black Stone Minerals worth $359K as of Q3 2026.
  • Avidian Wealth Enterprises sold 6,929 Black Stone Minerals shares in Q3 2026, an estimated $101K.
  • Black Stone Minerals made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #563 holding.
  • Avidian Wealth Enterprises first reported a position in Black Stone Minerals in Q2 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Black Stone Minerals position peaked at $484K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.