Ulland Investment Advisors’s Black Stone Minerals BSM Stock Holding History

Ulland Investment 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
2026 Q3	$430K	Buy	30,000 +6,300	+27%	+$91.7K	0.3%	56
2026 Q2	$331K	Buy	23,700 +3,700	+19%	+$51.5K	0.24%	65
2026 Q1	$302K	Buy	+20,000	New	+$297K	0.26%	58
2024 Q4	–	Sell	-14,700	Closed	-$222K	–	210
2024 Q3	$222K	Hold	14,700	–	–	0.16%	58
2024 Q2	$230K	Hold	14,700	–	–	0.16%	55
2024 Q1	$235K	Hold	14,700	–	–	0.19%	54
2023 Q4	$235K	Buy	14,700 +3,700	+34%	+$63.7K	0.24%	49
2023 Q3	$190K	Buy	11,000 +2,500	+29%	+$42.6K	0.21%	56
2023 Q2	$136K	Buy	+8,500	New	+$136K	0.14%	60

Other funds holding BSM

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ulland Investment Advisors's BSM Position: Q3 2026 in Review

Ulland Investment Advisors increased its Black Stone Minerals (BSM) stake by 27% in Q3 2026, buying an estimated $91.7K and bringing the position to 30,000 shares worth $430K. The position accounts for 0.3% of the portfolio, ranked #56.

Ulland Investment Advisors first reported a position in BSM in Q2 2023 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

Ulland Investment Advisors held 30,000 shares of Black Stone Minerals worth $430K as of Q3 2026.
Ulland Investment Advisors bought 6,300 Black Stone Minerals shares in Q3 2026, an estimated $91.7K.
Black Stone Minerals made up 0.3% of Ulland Investment Advisors's portfolio in Q3 2026, its #56 holding.
Ulland Investment Advisors first reported a position in Black Stone Minerals in Q2 2023 and has held it in 9 quarters since.
9 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.