Annex Advisory Services’s LandBridge Co LB Stock Holding History

Annex Advisory Services’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.65M	Buy	33,466 +3,556	+12%	+$244K	0.05%	144
2026 Q1	$2.07M	Sell	29,910 -264,233	-90%	-$16.8M	0.04%	149
2025 Q4	$14.4M	Buy	294,143 +23,324	+9%	+$1.36M	0.28%	73
2025 Q3	$14.4M	Buy	270,819 +62,233	+30%	+$3.43M	0.31%	66
2025 Q2	$14.1M	Buy	208,586 +26,883	+15%	+$1.94M	0.34%	61
2025 Q1	$13.1M	Buy	181,703 +163,662	+907%	+$11.6M	0.37%	60
2024 Q4	$1.17M	Buy	+18,041	New	+$1.08M	0.04%	147

Other funds holding LB

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

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return