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Caprock Group’s Black Stone Minerals BSM Stock Holding History

Caprock Group’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 		$336K Hold
24,071
– – 0.01% 991
2026
Q1 		$364K Hold
24,071
– – 0.01% 856
2025
Q4 		$320K Buy
+24,071
New +$325K 0.01% 976

Other funds holding BSM

Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Caprock Group's BSM Position: Q2 2026 in Review

Caprock Group held its Black Stone Minerals (BSM) position steady in Q2 2026 at 24,071 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #991.

Caprock Group first reported a position in BSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $364K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Caprock Group held 24,071 shares of Black Stone Minerals worth $336K as of Q2 2026.
  • Caprock Group left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up 0.01% of Caprock Group's portfolio in Q2 2026, its #991 holding.
  • Caprock Group first reported a position in Black Stone Minerals in Q4 2025 and has held it in 3 quarters since.
  • Caprock Group's Black Stone Minerals position peaked at $364K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.