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

Rockefeller 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	$486K	Buy	34,786 +30,456	+703%	+$424K	﹤0.01%	2103
2026 Q1	$65.5K	Hold	4,330	–	–	﹤0.01%	3119
2025 Q4	$57.5K	Hold	4,330	–	–	﹤0.01%	3005
2025 Q3	$56.9K	Buy	+4,330	New	+$54.5K	﹤0.01%	2849
2023 Q4	–	Sell	-12,593	Closed	-$217K	–	1542
2023 Q3	$217K	Buy	+12,593	New	+$215K	﹤0.01%	1468
2018 Q4	–	Sell	-11,176	Closed	-$204K	–	902
2018 Q3	$204K	Hold	11,176	–	–	﹤0.01%	345
2018 Q2	$207K	Hold	11,176	–	–	﹤0.01%	331
2018 Q1	$185K	Buy	+11,176	New	+$199K	﹤0.01%	332

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

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

Rockefeller Capital Management increased its Black Stone Minerals (BSM) stake by 703% in Q2 2026, buying an estimated $424K and bringing the position to 34,786 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Rockefeller Capital Management first reported a position in BSM in Q1 2018 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Rockefeller Capital Management held 34,786 shares of Black Stone Minerals worth $486K as of Q2 2026.
Rockefeller Capital Management bought 30,456 Black Stone Minerals shares in Q2 2026, an estimated $424K.
Black Stone Minerals made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2103 holding.
Rockefeller Capital Management first reported a position in Black Stone Minerals in Q1 2018 and has held it in 8 quarters since.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.