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 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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annex Advisory Services's TPL Position: Q2 2026 in Review

Annex Advisory Services increased its Texas Pacific Land (TPL) stake by 105% in Q2 2026, buying an estimated $31.8M and bringing the position to 153,464 shares worth $67.2M. The position accounts for 1.15% of the portfolio, ranked #27.

Annex Advisory Services first reported a position in TPL in Q4 2025 and has held it in 3 quarters since. 872 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Annex Advisory Services held 153,464 shares of Texas Pacific Land worth $67.2M as of Q2 2026.
Annex Advisory Services bought 78,424 Texas Pacific Land shares in Q2 2026, an estimated $31.8M.
Texas Pacific Land made up 1.15% of Annex Advisory Services's portfolio in Q2 2026, its #27 holding.
Annex Advisory Services first reported a position in Texas Pacific Land in Q4 2025 and has held it in 3 quarters since.
872 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.