Evergreen Capital Management’s Black Stone Minerals BSM Stock Holding History

Evergreen Capital 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	$2.72M	Sell	194,470 -3,490	-2%	-$48.5K	0.05%	286
2026 Q1	$2.99M	Sell	197,960 -1,515	-0.8%	-$22.5K	0.06%	256
2025 Q4	$2.65M	Sell	199,475 -19,340	-9%	-$261K	0.06%	265
2025 Q3	$2.88M	Sell	218,815 -41,375	-16%	-$521K	0.07%	231
2025 Q2	$3.4M	Sell	260,190 -2,910	-1%	-$40.2K	0.1%	199
2025 Q1	$4.02M	Sell	263,100 -58,120	-18%	-$873K	0.13%	174
2024 Q4	$4.69M	Sell	321,220 -9,361	-3%	-$140K	0.15%	158
2024 Q3	$4.99M	Buy	330,581 +276,425	+510%	+$4.14M	0.17%	149
2024 Q2	$849K	Buy	54,156 +20,545	+61%	+$329K	0.03%	335
2024 Q1	$537K	Hold	33,611	–	–	0.02%	434
2023 Q4	$536K	Sell	33,611 -2,039	-6%	-$35.1K	0.02%	406
2023 Q3	$614K	Hold	35,650	–	–	0.03%	347
2023 Q2	$569K	Hold	35,650	–	–	0.02%	369
2023 Q1	$559K	Hold	35,650	–	–	0.03%	359
2022 Q4	$601K	Hold	35,650	–	–	0.03%	341
2022 Q3	$558K	Hold	35,650	–	–	0.03%	328
2022 Q2	$488K	Hold	35,650	–	–	0.03%	335
2022 Q1	$480K	Hold	35,650	–	–	0.02%	387
2021 Q4	$368K	Hold	35,650	–	–	0.01%	425
2021 Q3	$430K	Buy	+35,650	New	+$378K	0.02%	372
2020 Q3	–	Sell	-8,137	Closed	-$53K	–	427
2020 Q2	$53K	Sell	8,137 -613	-7%	-$3.9K	﹤0.01%	391
2020 Q1	$41K	Sell	8,750 -225,065	-96%	-$2.07M	﹤0.01%	360
2019 Q4	$2.97M	Sell	233,815 -148,535	-39%	-$1.89M	0.25%	90
2019 Q3	$5.45M	Sell	382,350 -2,675	-0.7%	-$39.2K	0.51%	54
2019 Q2	$5.97M	Sell	385,025 -132,370	-26%	-$2.26M	0.57%	49
2019 Q1	$9.13M	Sell	517,395 -7,725	-1%	-$133K	0.92%	24
2018 Q4	$8.13M	Sell	525,120 -53,185	-9%	-$899K	0.85%	25
2018 Q3	$10.5M	Sell	578,305 -21,390	-4%	-$389K	0.93%	24
2018 Q2	$11.1M	Sell	599,695 -6,175	-1%	-$111K	1.04%	20
2018 Q1	$10M	Sell	605,870 -49,000	-7%	-$872K	0.96%	22
2017 Q4	$11.7M	Buy	654,870 +41,000	+7%	+$722K	1.19%	17
2017 Q3	$10.6M	Buy	613,870 +60,175	+11%	+$1M	1.24%	24
2017 Q2	$8.73M	Buy	+553,695	New	+$8.99M	1.41%	21

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

Evergreen Capital Management's BSM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Black Stone Minerals (BSM) stake by 1.8% in Q2 2026, selling an estimated $48.5K and leaving 194,470 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #286.

Evergreen Capital Management first reported a position in BSM in Q2 2017 and has held it in 33 quarters since. The position peaked at $11.7M in Q4 2017. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Evergreen Capital Management held 194,470 shares of Black Stone Minerals worth $2.72M as of Q2 2026.
Evergreen Capital Management sold 3,490 Black Stone Minerals shares in Q2 2026, an estimated $48.5K.
Black Stone Minerals made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #286 holding.
Evergreen Capital Management first reported a position in Black Stone Minerals in Q2 2017 and has held it in 33 quarters since.
Evergreen Capital Management's Black Stone Minerals position peaked at $11.7M in Q4 2017.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.