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HHM Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

HHM Wealth 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 		$4.61K Hold
330
– – ﹤0.01% 734
2026
Q1 		$4.99K Buy
+330
New +$4.89K ﹤0.01% 719

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HHM Wealth Advisors's BSM Position: Q2 2026 in Review

HHM Wealth Advisors held its Black Stone Minerals (BSM) position steady in Q2 2026 at 330 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

HHM Wealth Advisors first reported a position in BSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.99K in Q1 2026. 44 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • HHM Wealth Advisors held 330 shares of Black Stone Minerals worth $4.61K as of Q2 2026.
  • HHM Wealth Advisors left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #734 holding.
  • HHM Wealth Advisors first reported a position in Black Stone Minerals in Q1 2026 and has held it in 2 quarters since.
  • HHM Wealth Advisors's Black Stone Minerals position peaked at $4.99K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.