Cerity Partners OCIO’s Black Stone Minerals BSM Stock Holding History

Cerity Partners OCIO’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	$337K	Hold	24,112	–	–	0.02%	28
2026 Q1	$365K	Hold	24,112	–	–	0.02%	25
2025 Q4	$320K	Buy	24,112 +23,958	+15,557%	+$324K	0.02%	25
2025 Q3	$317K	Sell	154 -3	-2%	-$38	0.02%	25
2025 Q2	$315K	Sell	157 -5	-3%	-$69	0.02%	26
2025 Q1	$368K	Sell	162 -4	-2%	-$60	0.02%	24
2024 Q4	$374K	Sell	166 -4	-2%	-$60	0.02%	23
2024 Q3	$364K	Sell	170 -5	-3%	-$75	0.03%	24
2024 Q2	$378K	Buy	+175	New	+$2.8K	0.03%	27

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

Cerity Partners OCIO's BSM Position: Q2 2026 in Review

Cerity Partners OCIO held its Black Stone Minerals (BSM) position steady in Q2 2026 at 24,112 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #28.

Cerity Partners OCIO first reported a position in BSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $378K in Q2 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Cerity Partners OCIO held 24,112 shares of Black Stone Minerals worth $337K as of Q2 2026.
Cerity Partners OCIO left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.02% of Cerity Partners OCIO's portfolio in Q2 2026, its #28 holding.
Cerity Partners OCIO first reported a position in Black Stone Minerals in Q2 2024 and has held it in 9 quarters since.
Cerity Partners OCIO's Black Stone Minerals position peaked at $378K in Q2 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.