Annex Advisory Services’s Texas Pacific Land TPL Stock Holding History

Annex Advisory 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 Q3	$51.3M	Buy	157,540 +4,076	+3%	+$1.54M	0.84%	38
2026 Q2	$67.2M	Buy	153,464 +78,424	+105%	+$31.8M	1.15%	27
2026 Q1	$35.6M	Buy	75,040 +42,965	+134%	+$18.5M	0.67%	45
2025 Q4	$9.21M	Buy	+32,075	New	+$9.8M	0.18%	88

Other funds holding TPL

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

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

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

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

Annex Advisory Services increased its Texas Pacific Land (TPL) stake by 2.7% in Q3 2026, buying an estimated $1.54M and bringing the position to 157,540 shares worth $51.3M. The position accounts for 0.84% of the portfolio, ranked #38.

Annex Advisory Services first reported a position in TPL in Q4 2025 and has held it in 4 quarters since. The position peaked at $67.2M in Q2 2026. 110 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

Annex Advisory Services held 157,540 shares of Texas Pacific Land worth $51.3M as of Q3 2026.
Annex Advisory Services bought 4,076 Texas Pacific Land shares in Q3 2026, an estimated $1.54M.
Texas Pacific Land made up 0.84% of Annex Advisory Services's portfolio in Q3 2026, its #38 holding.
Annex Advisory Services first reported a position in Texas Pacific Land in Q4 2025 and has held it in 4 quarters since.
Annex Advisory Services's Texas Pacific Land position peaked at $67.2M in Q2 2026.
110 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

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