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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$186K Buy
12,987
+1,467
+13% +$21.4K ﹤0.01% 3278
2026
Q2
$161K Buy
+11,520
New +$160K ﹤0.01% 3135
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

Kestra Advisory Services's BSM Position: Q3 2026 in Review

Kestra Advisory Services increased its Black Stone Minerals (BSM) stake by 13% in Q3 2026, buying an estimated $21.4K and bringing the position to 12,987 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #3278.

Kestra Advisory Services first reported a position in BSM in Q4 2020 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

  • Kestra Advisory Services held 12,987 shares of Black Stone Minerals worth $186K as of Q3 2026.
  • Kestra Advisory Services bought 1,467 Black Stone Minerals shares in Q3 2026, an estimated $21.4K.
  • Black Stone Minerals made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3278 holding.
  • Kestra Advisory Services first reported a position in Black Stone Minerals in Q4 2020 and has held it in 8 quarters since.
  • 90 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.