Next Level Wealth Planning’s Black Stone Minerals BSM Stock Holding History

Next Level Wealth Planning’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 Q3	$24.6K	Buy	+1,718	New	+$25K	0.01%	243

Other funds holding BSM

William Marsh Rice University Houston, Texas $210M AUM 14.03% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Next Level Wealth Planning's BSM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Black Stone Minerals (BSM) in Q3 2026: 1,718 shares worth $24.6K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings.

90 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

Next Level Wealth Planning held 1,718 shares of Black Stone Minerals worth $24.6K as of Q3 2026.
Black Stone Minerals was a new Next Level Wealth Planning position in Q3 2026.
Black Stone Minerals made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #243 holding.
90 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.