William Marsh Rice University’s Black Stone Minerals BSM Stock Holding History

William Marsh Rice University’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	$79.1M	Hold	5,663,476	–	–	36.09%	2
2026 Q1	$85.6M	Hold	5,663,476	–	–	38.81%	2
2025 Q4	$75.3M	Hold	5,663,476	–	–	36.99%	2
2025 Q3	$74.4M	Hold	5,663,476	–	–	50.99%	1
2025 Q2	$74.1M	Hold	5,663,476	–	–	52.75%	1
2025 Q1	$86.5M	Hold	5,663,476	–	–	36.51%	2
2024 Q4	$82.7M	Hold	5,663,476	–	–	38.43%	2
2024 Q3	$85.5M	Hold	5,663,476	–	–	99.71%	1
2024 Q2	$88.7M	Hold	5,663,476	–	–	99.34%	1
2024 Q1	$90.5M	Hold	5,663,476	–	–	100%	1
2023 Q4	$90.4M	Hold	5,663,476	–	–	82.66%	1
2023 Q3	$97.6M	Hold	5,663,476	–	–	77.09%	1
2023 Q2	$90.3M	Hold	5,663,476	–	–	61.49%	1
2023 Q1	$88.9M	Sell	5,663,476 -1,602,867	-22%	-$25.1M	59.09%	1
2022 Q4	$123M	Hold	7,266,343	–	–	64.36%	1
2022 Q3	$114M	Hold	7,266,343	–	–	74.17%	1
2022 Q2	$99.5M	Hold	7,266,343	–	–	74.75%	1
2022 Q1	$97.8M	Hold	7,266,343	–	–	51.88%	1
2021 Q4	$75.1M	Hold	7,266,343	–	–	37.57%	2
2021 Q3	$87.6M	Hold	7,266,343	–	–	36.34%	2
2021 Q2	$78.1M	Hold	7,266,343	–	–	33.64%	2
2021 Q1	$63.4M	Hold	7,266,343	–	–	33.58%	2
2020 Q4	$48.5M	Hold	7,266,343	–	–	35.42%	2
2020 Q3	$44.6M	Hold	7,266,343	–	–	48%	2
2020 Q2	$47.2M	Hold	7,266,343	–	–	100%	1
2020 Q1	$34M	Hold	7,266,343	–	–	67.25%	1
2019 Q4	$92.4M	Hold	7,266,343	–	–	99.76%	1
2019 Q3	$103M	Hold	7,266,343	–	–	98.95%	1
2019 Q2	$113M	Buy	7,266,343 +3,061,173	+73%	+$52.2M	88.2%	1
2019 Q1	$74.2M	Hold	4,205,170	–	–	75.45%	1
2018 Q4	$65.1M	Hold	4,205,170	–	–	78.98%	1
2018 Q3	$76.6M	Hold	4,205,170	–	–	62.5%	1
2018 Q2	$77.8M	Hold	4,205,170	–	–	58.51%	1
2018 Q1	$69.6M	Hold	4,205,170	–	–	60.5%	1
2017 Q4	$75.4M	Hold	4,205,170	–	–	61.29%	1
2017 Q3	$72.9M	Hold	4,205,170	–	–	61.39%	1
2017 Q2	$66.3M	Hold	4,205,170	–	–	65.64%	1
2017 Q1	$69.4M	Hold	4,205,170	–	–	59.91%	1
2016 Q4	$79M	Buy	+4,205,170	New	+$77M	59.5%	1

Other funds holding BSM

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

RWC

Rare Wolf Capital Bellevue, Washington $156M AUM

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

William Marsh Rice University's BSM Position: Q2 2026 in Review

William Marsh Rice University held its Black Stone Minerals (BSM) position steady in Q2 2026 at 5,663,476 shares worth $79.1M. The position accounts for 36.09% of the portfolio, ranked #2.

William Marsh Rice University first reported a position in BSM in Q4 2016 and has held it in 39 quarters since. The position peaked at $123M in Q4 2022. 41 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

William Marsh Rice University held 5,663,476 shares of Black Stone Minerals worth $79.1M as of Q2 2026.
William Marsh Rice University left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 36.09% of William Marsh Rice University's portfolio in Q2 2026, its #2 holding.
William Marsh Rice University first reported a position in Black Stone Minerals in Q4 2016 and has held it in 39 quarters since.
William Marsh Rice University's Black Stone Minerals position peaked at $123M in Q4 2022.
41 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on William Marsh Rice University's 13F filing for Q2 2026, filed 23 Jul 2026.