Waterloo Capital’s Black Stone Minerals BSM Stock Holding History

Waterloo 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	$293K	Hold	21,000	–	–	0.02%	450
2026 Q1	$318K	Hold	21,000	–	–	0.02%	384
2025 Q4	$279K	Hold	21,000	–	–	0.02%	385
2025 Q3	$276K	Hold	21,000	–	–	0.02%	371
2025 Q2	$275K	Hold	21,000	–	–	0.02%	375
2025 Q1	$321K	Hold	21,000	–	–	0.03%	308
2024 Q4	$307K	Hold	21,000	–	–	0.03%	292
2024 Q3	$317K	Hold	21,000	–	–	0.03%	293
2024 Q2	$329K	Hold	21,000	–	–	0.04%	276
2024 Q1	$336K	Hold	21,000	–	–	0.04%	274
2023 Q4	$335K	Buy	+21,000	New	+$361K	0.05%	275

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

Waterloo Capital's BSM Position: Q2 2026 in Review

Waterloo Capital held its Black Stone Minerals (BSM) position steady in Q2 2026 at 21,000 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #450.

Waterloo Capital first reported a position in BSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $336K in Q1 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Waterloo Capital held 21,000 shares of Black Stone Minerals worth $293K as of Q2 2026.
Waterloo Capital left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #450 holding.
Waterloo Capital first reported a position in Black Stone Minerals in Q4 2023 and has held it in 11 quarters since.
Waterloo Capital's Black Stone Minerals position peaked at $336K in Q1 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.