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Twin Peaks Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-30
Closed -$371 – 440
2025
Q2 		$371 Buy
+30
New +$415 ﹤0.01% 1968

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
CF
Concorde Financial Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Twin Peaks Wealth Advisors's BSM Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Black Stone Minerals (BSM) in Q3 2025, closing a stake of 30 shares — an estimated $371 sold.

Twin Peaks Wealth Advisors first reported a position in BSM in Q2 2025 and held it in 1 quarter. The position peaked at $371 in Q2 2025. 193 funds tracked by Wall St. Rank hold BSM as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Black Stone Minerals position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 30 Black Stone Minerals shares in Q3 2025, an estimated $371.
  • Twin Peaks Wealth Advisors first reported a position in Black Stone Minerals in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Black Stone Minerals position peaked at $371 in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.