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 Q2	$775K	Sell	55,490 -300	-0.5%	-$4.17K	0.29%	85
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 $1.89T 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

Caldwell Sutter Capital's BSM Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Black Stone Minerals (BSM) stake by 0.54% in Q2 2026, selling an estimated $4.17K and leaving 55,490 shares worth $775K. The position accounts for 0.29% of the portfolio, ranked #85.

Caldwell Sutter Capital first reported a position in BSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q3 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Caldwell Sutter Capital held 55,490 shares of Black Stone Minerals worth $775K as of Q2 2026.
Caldwell Sutter Capital sold 300 Black Stone Minerals shares in Q2 2026, an estimated $4.17K.
Black Stone Minerals made up 0.29% of Caldwell Sutter Capital's portfolio in Q2 2026, its #85 holding.
Caldwell Sutter Capital first reported a position in Black Stone Minerals in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Black Stone Minerals position peaked at $1.82M in Q3 2023.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.