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Garton & Associates Financial Advisors’s Black Stone Minerals BSM Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-3,210
Closed -$42.7K – 198
2025
Q4 		$42.7K Buy
+3,210
New +$43.4K 0.02% 410

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

Garton & Associates Financial Advisors's BSM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Black Stone Minerals (BSM) in Q1 2026, closing a stake of 3,210 shares — an estimated $42.7K sold.

Garton & Associates Financial Advisors first reported a position in BSM in Q4 2025 and held it in 1 quarter. The position peaked at $42.7K in Q4 2025. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Black Stone Minerals position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,210 Black Stone Minerals shares in Q1 2026, an estimated $42.7K.
  • Garton & Associates Financial Advisors first reported a position in Black Stone Minerals in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Black Stone Minerals position peaked at $42.7K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.