Caldwell Sutter Capital’s Black Stone Minerals BSM Stock Holding History

Caldwell Sutter Capital’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 Q1	$844K	Hold	55,790	–	–	0.34%	77
2025 Q4	$741K	Hold	55,790	–	–	0.31%	82
2025 Q3	$733K	Hold	55,790	–	–	0.31%	85
2025 Q2	$730K	Hold	55,790	–	–	0.33%	80
2025 Q1	$852K	Sell	55,790 -36,700	-40%	-$551K	0.41%	66
2024 Q4	$1.35M	Buy	92,490 +600	+0.7%	+$8.94K	0.63%	41
2024 Q3	$1.39M	Buy	91,890 +1,190	+1%	+$17.8K	0.65%	42
2024 Q2	$1.42M	Sell	90,700 -16,600	-15%	-$266K	0.7%	36
2024 Q1	$1.71M	Buy	107,300 +1,600	+2%	+$25.3K	0.83%	25
2023 Q4	$1.69M	Hold	105,700	–	–	0.86%	24
2023 Q3	$1.82M	Hold	105,700	–	–	1.01%	19
2023 Q2	$1.69M	Hold	105,700	–	–	0.88%	23
2023 Q1	$1.66M	Hold	105,700	–	–	1.21%	20
2022 Q4	$1.78M	Buy	+105,700	New	+$1.87M	1.57%	18

Other funds holding BSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $420M AUM 11.81% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return

Caldwell Sutter Capital's BSM Position: Q1 2026 in Review

Caldwell Sutter Capital held its Black Stone Minerals (BSM) position steady in Q1 2026 at 55,790 shares worth $844K. The position accounts for 0.34% of the portfolio, ranked #77.

Caldwell Sutter Capital first reported a position in BSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q3 2023. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

Caldwell Sutter Capital held 55,790 shares of Black Stone Minerals worth $844K as of Q1 2026.
Caldwell Sutter Capital left its Black Stone Minerals share count unchanged in Q1 2026.
Black Stone Minerals made up 0.34% of Caldwell Sutter Capital's portfolio in Q1 2026, its #77 holding.
Caldwell Sutter Capital first reported a position in Black Stone Minerals in Q4 2022 and has held it in 14 quarters since.
Caldwell Sutter Capital's Black Stone Minerals position peaked at $1.82M in Q3 2023.
192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.