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

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

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

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return