Rahlfs Capital’s Black Stone Minerals BSM Stock Holding History

Rahlfs Capital’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	$1.4M	Hold	100,062	–	–	1.03%	30
2026 Q1	$1.51M	Hold	100,062	–	–	1.11%	27
2025 Q4	$1.33M	Buy	100,062 +145	+0.1%	+$1.96K	1.03%	29
2025 Q3	$1.31M	Buy	99,917 +15,650	+19%	+$197K	1.04%	29
2025 Q2	$1.1M	Hold	84,267	–	–	1.01%	32
2025 Q1	$1.29M	Hold	84,267	–	–	1.29%	22
2024 Q4	$1.23M	Buy	+84,267	New	+$1.26M	1.22%	22

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

Rahlfs Capital's BSM Position: Q2 2026 in Review

Rahlfs Capital held its Black Stone Minerals (BSM) position steady in Q2 2026 at 100,062 shares worth $1.4M. The position accounts for 1.03% of the portfolio, ranked #30.

Rahlfs Capital first reported a position in BSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Rahlfs Capital held 100,062 shares of Black Stone Minerals worth $1.4M as of Q2 2026.
Rahlfs Capital left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 1.03% of Rahlfs Capital's portfolio in Q2 2026, its #30 holding.
Rahlfs Capital first reported a position in Black Stone Minerals in Q4 2024 and has held it in 7 quarters since.
Rahlfs Capital's Black Stone Minerals position peaked at $1.51M in Q1 2026.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Rahlfs Capital's 13F filing for Q2 2026, filed 28 Jul 2026.