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 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

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return