Financial Management Professionals
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Financial Management Professionals’s Black Stone Minerals BSM Stock Holding History

Financial Management Professionals’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 		$22.6K Buy
1,580
+34
+2% +$495 ﹤0.01% 422
2026
Q2 		$21.6K Buy
1,546
+33
+2% +$459 ﹤0.01% 436
2026
Q1 		$22.9K Buy
1,513
+29
+2% +$430 ﹤0.01% 379
2025
Q4 		$19.7K Buy
1,484
+32
+2% +$432 ﹤0.01% 415
2025
Q3 		$19.1K Buy
1,452
+34
+2% +$428 ﹤0.01% 414
2025
Q2 		$18.6K Buy
1,418
+37
+3% +$512 ﹤0.01% 431
2025
Q1 		$21.1K Buy
1,381
+34
+3% +$511 ﹤0.01% 418
2024
Q4 		$19.7K Buy
1,347
+32
+2% +$477 ﹤0.01% 409
2024
Q3 		$20K Buy
1,315
+33
+3% +$494 ﹤0.01% 421
2024
Q2 		$20K Buy
+1,282
New +$20.5K ﹤0.01% 384

Other funds holding BSM

William Marsh Rice University
William Marsh Rice University Houston, Texas $210M AUM 14.03% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Management Professionals's BSM Position: Q3 2026 in Review

Financial Management Professionals increased its Black Stone Minerals (BSM) stake by 2.2% in Q3 2026, buying an estimated $495 and bringing the position to 1,580 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Financial Management Professionals first reported a position in BSM in Q2 2024 and has held it in 10 quarters since. The position peaked at $22.9K in Q1 2026. 90 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

  • Financial Management Professionals held 1,580 shares of Black Stone Minerals worth $22.6K as of Q3 2026.
  • Financial Management Professionals bought 34 Black Stone Minerals shares in Q3 2026, an estimated $495.
  • Black Stone Minerals made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #422 holding.
  • Financial Management Professionals first reported a position in Black Stone Minerals in Q2 2024 and has held it in 10 quarters since.
  • Financial Management Professionals's Black Stone Minerals position peaked at $22.9K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.