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Kelleher Financial Advisors’s Black Stone Minerals BSM Stock Holding History

Kelleher 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
Q2 		$25.2K Buy
1,803
+260
+17% +$3.62K ﹤0.01% 518
2026
Q1 		$20.2K Sell
1,543
-152
-9% -$2.25K 0.01% 473
2025
Q4 		$22.5K Buy
+1,695
New +$22.9K 0.01% 495
2025
Q3 		– Hold
0
– – – 433

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
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Kelleher Financial Advisors's BSM Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Black Stone Minerals (BSM) stake by 17% in Q2 2026, buying an estimated $3.62K and bringing the position to 1,803 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Kelleher Financial Advisors first reported a position in BSM in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Kelleher Financial Advisors held 1,803 shares of Black Stone Minerals worth $25.2K as of Q2 2026.
  • Kelleher Financial Advisors bought 260 Black Stone Minerals shares in Q2 2026, an estimated $3.62K.
  • Black Stone Minerals made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #518 holding.
  • Kelleher Financial Advisors first reported a position in Black Stone Minerals in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.