Howard Financial Services’s Black Stone Minerals BSM Stock Holding History

Howard Financial Services’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	$1.29M	Buy	92,418 +185	+0.2%	+$2.57K	0.13%	78
2026 Q1	$1.39M	Buy	92,233 +169	+0.2%	+$2.51K	0.16%	63
2025 Q4	$1.22M	Sell	92,064 -15	-0%	-$203	0.14%	61
2025 Q3	$1.21M	Buy	92,079 +197	+0.2%	+$2.48K	0.15%	59
2025 Q2	$1.2M	Buy	91,882 +220	+0.2%	+$3.04K	0.16%	58
2025 Q1	$1.4M	Buy	91,662 +197	+0.2%	+$2.96K	0.19%	51
2024 Q4	$1.34M	Sell	91,465 -80	-0.1%	-$1.19K	0.18%	54
2024 Q3	$1.38M	Buy	91,545 +109	+0.1%	+$1.63K	0.2%	46
2024 Q2	$1.43M	Buy	91,436 +96	+0.1%	+$1.54K	0.23%	45
2024 Q1	$1.46M	Sell	91,340 -5,877	-6%	-$93.1K	0.25%	45
2023 Q4	$1.55M	Sell	97,217 -46	-0%	-$792	0.3%	43
2023 Q3	$1.68M	Buy	97,263 +109	+0.1%	+$1.86K	0.38%	37
2023 Q2	$1.55M	Buy	97,154 +3,711	+4%	+$59.4K	0.37%	35
2023 Q1	$1.47M	Buy	93,443 +116	+0.1%	+$1.82K	0.36%	35
2022 Q4	$1.57M	Buy	93,327 +2,131	+2%	+$37.7K	0.41%	36
2022 Q3	$1.43M	Buy	91,196 +8,215	+10%	+$125K	0.46%	35
2022 Q2	$1.14M	Buy	82,981 +2,108	+3%	+$32K	0.39%	31
2022 Q1	$1.09M	Buy	80,873 +1,846	+2%	+$22K	0.32%	31
2021 Q4	$816K	Buy	79,027 +1,665	+2%	+$19.2K	0.24%	37
2021 Q3	$932K	Buy	77,362 +1,489	+2%	+$15.8K	0.35%	32
2021 Q2	$816K	Buy	75,873 +1,300	+2%	+$13.1K	0.32%	34
2021 Q1	$650K	Buy	74,573 +1,336	+2%	+$11.9K	0.29%	36
2020 Q4	$489K	Buy	73,237 +1,430	+2%	+$9.67K	0.26%	48
2020 Q3	$441K	Buy	71,807 +1,618	+2%	+$10.8K	0.29%	44
2020 Q2	$456K	Buy	70,189 +1,195	+2%	+$7.59K	0.32%	42
2020 Q1	$323K	Buy	68,994 +2,172	+3%	+$20K	0.29%	48
2019 Q4	$850K	Buy	66,822 +4,786	+8%	+$61K	0.52%	35
2019 Q3	$883K	Buy	62,036 +11,317	+22%	+$166K	0.58%	36
2019 Q2	$786K	Buy	50,719 +1,107	+2%	+$18.9K	0.54%	38
2019 Q1	$875K	Buy	49,612 +992	+2%	+$17K	0.62%	35
2018 Q4	$753K	Buy	+48,620	New	+$822K	0.58%	37

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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Howard Financial Services's BSM Position: Q2 2026 in Review

Howard Financial Services increased its Black Stone Minerals (BSM) stake by 0.2% in Q2 2026, buying an estimated $2.57K and bringing the position to 92,418 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #78.

Howard Financial Services first reported a position in BSM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.68M in Q3 2023. 51 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Howard Financial Services held 92,418 shares of Black Stone Minerals worth $1.29M as of Q2 2026.
Howard Financial Services bought 185 Black Stone Minerals shares in Q2 2026, an estimated $2.57K.
Black Stone Minerals made up 0.13% of Howard Financial Services's portfolio in Q2 2026, its #78 holding.
Howard Financial Services first reported a position in Black Stone Minerals in Q4 2018 and has held it in 31 quarters since.
Howard Financial Services's Black Stone Minerals position peaked at $1.68M in Q3 2023.
51 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.