BFC Planning, Inc.’s Black Stone Minerals BSM Stock Holding History

BFC Planning, Inc.’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	$3.24K	Sell	226 -10,000	-98%	-$146K	﹤0.01%	2857
2026 Q2	$143K	Buy	10,226 +10,056	+5,915%	+$140K	0.01%	1080
2026 Q1	$2.57K	Hold	170	–	–	﹤0.01%	2533
2025 Q4	$2.26K	Hold	170	–	–	﹤0.01%	2598
2025 Q3	$2.23K	Hold	170	–	–	﹤0.01%	2444
2025 Q2	$2.22K	Hold	170	–	–	﹤0.01%	2278
2025 Q1	$2.6K	Hold	170	–	–	﹤0.01%	2240
2024 Q4	$2.48K	Hold	170	–	–	﹤0.01%	2226
2024 Q3	$2.57K	Buy	+170	New	+$2.55K	﹤0.01%	2214

Other funds holding BSM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

William Marsh Rice University Houston, Texas $210M AUM 14.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

Long Corridor Asset Management Hong Kong $329M AUM 0.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Saber Capital Management Fuquay Varina, North Carolina $140M AUM 25.51% 1-Year Est. Return

BFC Planning, Inc.'s BSM Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Black Stone Minerals (BSM) stake by 98% in Q3 2026, selling an estimated $146K and leaving 226 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

BFC Planning, Inc. first reported a position in BSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $143K in Q2 2026. 160 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

BFC Planning, Inc. held 226 shares of Black Stone Minerals worth $3.24K as of Q3 2026.
BFC Planning, Inc. sold 10,000 Black Stone Minerals shares in Q3 2026, an estimated $146K.
Black Stone Minerals made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2857 holding.
BFC Planning, Inc. first reported a position in Black Stone Minerals in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Black Stone Minerals position peaked at $143K in Q2 2026.
160 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.