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Kestra Advisory Services’s Black Stone Minerals BSM Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-6,439
Closed -$85.6K – 3282
2025
Q4 		$85.6K Buy
+6,439
New +$87K ﹤0.01% 3554
2025
Q3 		– Sell
-12,598
Closed -$165K – 2909
2025
Q2 		$165K Buy
12,598
+1,273
+11% +$17.6K ﹤0.01% 2684
2025
Q1 		$173K Buy
11,325
+263
+2% +$3.95K ﹤0.01% 2507
2024
Q4 		$162K Buy
+11,062
New +$165K ﹤0.01% 2525
2024
Q3 		– Sell
-10,610
Closed -$166K – 2577
2024
Q2 		$166K Buy
+10,610
New +$170K ﹤0.01% 2452
2021
Q1 		– Sell
-20,198
Closed -$136K – 1871
2020
Q4 		$136K Buy
+20,198
New +$137K ﹤0.01% 1762

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $420M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return

Kestra Advisory Services's BSM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Black Stone Minerals (BSM) in Q1 2026, closing a stake of 6,439 shares — an estimated $85.6K sold.

Kestra Advisory Services first reported a position in BSM in Q4 2020 and held it in 6 quarters. The position peaked at $173K in Q1 2025. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Black Stone Minerals position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,439 Black Stone Minerals shares in Q1 2026, an estimated $85.6K.
  • Kestra Advisory Services first reported a position in Black Stone Minerals in Q4 2020 and held it in 6 quarters.
  • Kestra Advisory Services's Black Stone Minerals position peaked at $173K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.