Annex Advisory Services’s LandBridge Corporation 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 Q3	$3.39M	Buy	41,704 +8,238	+25%	+$668K	0.06%	125
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

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Annex Advisory Services's LB Position: Q3 2026 in Review

Annex Advisory Services increased its LandBridge Corporation (LB) stake by 25% in Q3 2026, buying an estimated $668K and bringing the position to 41,704 shares worth $3.39M. The position accounts for 0.06% of the portfolio, ranked #125.

Annex Advisory Services first reported a position in LB in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.4M in Q3 2025. 20 funds tracked by Wall St. Rank hold LB as of Q3 2026.

Annex Advisory Services held 41,704 shares of LandBridge Corporation worth $3.39M as of Q3 2026.
Annex Advisory Services bought 8,238 LandBridge Corporation shares in Q3 2026, an estimated $668K.
LandBridge Corporation made up 0.06% of Annex Advisory Services's portfolio in Q3 2026, its #125 holding.
Annex Advisory Services first reported a position in LandBridge Corporation in Q4 2024 and has held it in 8 quarters since.
Annex Advisory Services's LandBridge Corporation position peaked at $14.4M in Q3 2025.
20 funds tracked by Wall St. Rank held LandBridge Corporation as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.