Freestone Capital Holdings’s Black Stone Minerals BSM Stock Holding History

Freestone Capital Holdings’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	$2.79M	Buy	+200,000	New	+$2.78M	0.07%	169
2022 Q3	–	Sell	-11,250	Closed	-$154K	–	390
2022 Q2	$154K	Sell	11,250 -8,500	-43%	-$129K	0.01%	396
2022 Q1	$266K	Sell	19,750 -50,000	-72%	-$596K	0.01%	491
2021 Q4	$721K	Sell	69,750 -50,000	-42%	-$577K	0.03%	268
2021 Q3	$1.44M	Hold	119,750	–	–	0.07%	192
2021 Q2	$1.29M	Hold	119,750	–	–	0.06%	197
2021 Q1	$1.04M	Hold	119,750	–	–	0.06%	203
2020 Q4	$800K	Hold	119,750	–	–	0.05%	209
2020 Q3	$735K	Buy	119,750 +100,000	+506%	+$666K	0.05%	202
2020 Q2	$128K	Sell	19,750 -50,961	-72%	-$324K	﹤0.01%	340
2020 Q1	$331K	Sell	70,711 -9,289	-12%	-$85.5K	0.01%	295
2019 Q4	$1.02M	Hold	80,000	–	–	0.02%	257
2019 Q3	$1.14M	Hold	80,000	–	–	0.03%	242
2019 Q2	$1.24M	Buy	+80,000	New	+$1.36M	0.03%	215
2018 Q3	–	Sell	-77,511	Closed	-$1.43M	–	394
2018 Q2	$1.43M	Hold	77,511	–	–	0.01%	182
2018 Q1	$1.28M	Sell	77,511 -32,698	-30%	-$582K	0.07%	187
2017 Q4	$1.98M	Hold	110,209	–	–	0.14%	153
2017 Q3	$1.91M	Hold	110,209	–	–	0.14%	145
2017 Q2	$1.74M	Buy	110,209 +43,209	+64%	+$702K	0.14%	148
2017 Q1	$1.11M	Hold	67,000	–	–	0.09%	182
2016 Q4	$1.26M	Hold	67,000	–	–	0.11%	165
2016 Q3	$1.19M	Buy	+67,000	New	+$1.1M	0.11%	157

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

Freestone Capital Holdings's BSM Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Black Stone Minerals (BSM) in Q2 2026: 200,000 shares worth $2.79M. The stake represents 0.07% of the portfolio and ranks #169 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in BSM as recently as Q2 2022.

Freestone Capital Holdings first reported a position in BSM in Q3 2016 and has held it in 22 quarters since. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Freestone Capital Holdings held 200,000 shares of Black Stone Minerals worth $2.79M as of Q2 2026.
Black Stone Minerals was a new Freestone Capital Holdings position in Q2 2026.
Black Stone Minerals made up 0.07% of Freestone Capital Holdings's portfolio in Q2 2026, its #169 holding.
Freestone Capital Holdings first reported a position in Black Stone Minerals in Q3 2016 and has held it in 22 quarters since.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.