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 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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Kestra Advisory Services's BSM Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Black Stone Minerals (BSM) in Q2 2026: 11,520 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #3135 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in BSM as recently as Q4 2025.

Kestra Advisory Services first reported a position in BSM in Q4 2020 and has held it in 7 quarters since. The position peaked at $173K in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Kestra Advisory Services held 11,520 shares of Black Stone Minerals worth $161K as of Q2 2026.
Black Stone Minerals was a new Kestra Advisory Services position in Q2 2026.
Black Stone Minerals made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3135 holding.
Kestra Advisory Services first reported a position in Black Stone Minerals in Q4 2020 and has held it in 7 quarters since.
Kestra Advisory Services's Black Stone Minerals position peaked at $173K in Q1 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.