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CoreCap Advisors’s Black Stone Minerals BSM Stock Holding History

CoreCap 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
Q3 		$859 Hold
60
– – ﹤0.01% 2702
2026
Q2 		$838 Hold
60
– – ﹤0.01% 2737
2026
Q1 		$907 Hold
60
– – ﹤0.01% 2549
2025
Q4 		$797 Hold
60
– – ﹤0.01% 2634
2025
Q3 		$788 Sell
60
-961
-94% -$12.1K ﹤0.01% 2515
2025
Q2 		$13.4K Buy
1,021
+25
+3% +$346 ﹤0.01% 1754
2025
Q1 		$15.2K Buy
996
+23
+2% +$345 ﹤0.01% 1647
2024
Q4 		$14.2K Buy
973
+22
+2% +$328 ﹤0.01% 1646
2024
Q3 		$14.4K Buy
951
+22
+2% +$330 ﹤0.01% 1677
2024
Q2 		$14.6K Buy
929
+20
+2% +$320 ﹤0.01% 985
2024
Q1 		$14.5K Buy
+909
New +$14.4K ﹤0.01% 1614
2022
Q4 		$154K Buy
+9,144
New +$162K 0.01% 594
2022
Q3 		– Sell
-3,578
Closed -$49K – 732
2022
Q2 		$49K Buy
+3,578
New +$54.3K ﹤0.01% 942
2022
Q1 		– Sell
-250
Closed -$3K – 744
2021
Q4 		$3K Buy
+250
New +$2.88K ﹤0.01% 1857

Other funds holding BSM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

CoreCap Advisors's BSM Position: Q3 2026 in Review

CoreCap Advisors held its Black Stone Minerals (BSM) position steady in Q3 2026 at 60 shares worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

CoreCap Advisors first reported a position in BSM in Q4 2021 and has held it in 14 quarters since. The position peaked at $154K in Q4 2022. 5 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

  • CoreCap Advisors held 60 shares of Black Stone Minerals worth $859 as of Q3 2026.
  • CoreCap Advisors left its Black Stone Minerals share count unchanged in Q3 2026.
  • Black Stone Minerals made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2702 holding.
  • CoreCap Advisors first reported a position in Black Stone Minerals in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Black Stone Minerals position peaked at $154K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.