AFG Fiduciary Services’s Texas Pacific Land TPL Stock Holding History

AFG Fiduciary Services’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-900	Closed	-$404K	–	86
2026 Q1	$404K	Buy	+900	New	+$387K	0.24%	60
2025 Q4	–	Sell	-900	Closed	-$287K	–	92
2025 Q3	$287K	Hold	900	–	–	0.17%	74
2025 Q2	$321K	Hold	900	–	–	0.2%	65
2025 Q1	$379K	Hold	900	–	–	0.28%	51
2024 Q4	$412K	Hold	900	–	–	0.29%	48
2024 Q3	$318K	Hold	900	–	–	0.21%	52
2024 Q2	$242K	Buy	+900	New	+$189K	0.17%	61
2023 Q1	–	Sell	-900	Closed	-$234K	–	87
2022 Q4	$234K	Buy	+900	New	+$239K	0.22%	64

Other funds holding TPL

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

AFG Fiduciary Services's TPL Position: Q2 2026 in Review

AFG Fiduciary Services sold out of Texas Pacific Land (TPL) in Q2 2026, closing a stake of 900 shares — an estimated $404K sold.

AFG Fiduciary Services first reported a position in TPL in Q4 2022 and held it in 8 quarters. The position peaked at $412K in Q4 2024. 142 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

AFG Fiduciary Services reported no remaining Texas Pacific Land position as of Q2 2026 after selling out during the quarter.
AFG Fiduciary Services sold 900 Texas Pacific Land shares in Q2 2026, an estimated $404K.
AFG Fiduciary Services first reported a position in Texas Pacific Land in Q4 2022 and held it in 8 quarters.
AFG Fiduciary Services's Texas Pacific Land position peaked at $412K in Q4 2024.
142 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.