Cresset Asset Management’s Black Stone Minerals BSM Stock Holding History

Cresset Asset Management’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	$8.41M	Hold	602,282	–	–	0.03%	321
2026 Q1	$9.11M	Buy	602,282 +3,620	+0.6%	+$53.7K	0.04%	273
2025 Q4	$7.96M	Buy	598,662 +1,809	+0.3%	+$24.4K	0.03%	292
2025 Q3	$7.84M	Hold	596,853	–	–	0.03%	276
2025 Q2	$7.81M	Hold	596,853	–	–	0.04%	260
2025 Q1	$9.11M	Hold	596,853	–	–	0.05%	240
2024 Q4	$8.71M	Buy	596,853 +497,457	+500%	+$7.42M	0.04%	245
2024 Q3	$1.5M	Hold	99,396	–	–	0.01%	963
2024 Q2	$1.56M	Sell	99,396 -21,650	-18%	-$347K	0.01%	848
2024 Q1	$1.93M	Buy	121,046 +60,348	+99%	+$956K	0.01%	653
2023 Q4	$969K	Sell	60,698 -21,939	-27%	-$378K	0.01%	907
2023 Q3	$1.42M	Sell	82,637 -2,408	-3%	-$41K	0.01%	684
2023 Q2	$1.36M	Buy	85,045 +8,898	+12%	+$142K	﹤0.01%	797
2023 Q1	$1.19M	Sell	76,147 -2,967	-4%	-$46.5K	0.02%	313
2022 Q4	$1.24K	Hold	79,114	–	–	﹤0.01%	717
2022 Q3	$1.24M	Sell	79,114 -6,700	-8%	-$102K	0.02%	302
2022 Q2	$1.18M	Buy	+85,814	New	+$1.3M	0.01%	344

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

Cresset Asset Management's BSM Position: Q2 2026 in Review

Cresset Asset Management held its Black Stone Minerals (BSM) position steady in Q2 2026 at 602,282 shares worth $8.41M. The position accounts for 0.03% of the portfolio, ranked #321.

Cresset Asset Management first reported a position in BSM in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.11M in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Cresset Asset Management held 602,282 shares of Black Stone Minerals worth $8.41M as of Q2 2026.
Cresset Asset Management left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #321 holding.
Cresset Asset Management first reported a position in Black Stone Minerals in Q2 2022 and has held it in 17 quarters since.
Cresset Asset Management's Black Stone Minerals position peaked at $9.11M in Q1 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.