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B. Riley Wealth Advisors’s Texas Pacific Land TPL Stock Holding History

B. Riley Wealth Advisors’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 		$1.01M Hold
2,402
– – 0.05% 307
2026
Q1 		$1.12M Sell
2,402
-2,996
-56% -$1.29M 0.07% 264
2025
Q4 		$1.55M Buy
5,398
+241
+5% +$73.6K 0.07% 253
2025
Q3 		$1.6M Buy
5,157
+258
+5% +$81.2K 0.07% 250
2025
Q2 		$1.73M Buy
+4,899
New +$2M 0.08% 239
2024
Q4 		$2.49M Sell
6,747
-213
-3% -$87.1K 0.08% 241
2024
Q3 		$2.16M Sell
6,960
-261
-4% -$71.7K 0.06% 303
2024
Q2 		$1.77M Buy
7,221
+3,258
+82% +$683K 0.05% 374
2024
Q1 		$2.41M Sell
3,963
-3,651
-48% -$627K 0.07% 294
2023
Q4 		$1.33M Sell
7,614
-4,275
-36% -$812K 0.04% 452
2023
Q3 		$2.41M Sell
11,889
-297
-2% -$56K 0.07% 294
2023
Q2 		$1.78M Buy
12,186
+7,938
+187% +$1.27M 0.04% 400
2023
Q1 		$803K Hold
4,248
– – 0.02% 613
2022
Q4 		$1.11M Sell
4,248
-72
-2% -$19.1K 0.03% 500
2022
Q3 		$852K Sell
4,320
-1,449
-25% -$279K 0.03% 553
2022
Q2 		$954K Buy
5,769
+1,593
+38% +$260K 0.04% 434
2022
Q1 		$628K Buy
4,176
+81
+2% +$10.7K 0.02% 637
2021
Q4 		$568K Buy
4,095
+549
+15% +$76.6K 0.02% 745
2021
Q3 		$498K Sell
3,546
-90
-2% -$14K 0.02% 785
2021
Q2 		$646K Buy
3,636
+531
+17% +$92.5K 0.02% 663
2021
Q1 		$549K Buy
+3,105
New +$387K 0.02% 689
2017
Q3 		– Sell
-13,500
Closed -$441K – 591
2017
Q2 		$441K Hold
13,500
– – 0.08% 274
2017
Q1 		$420K Hold
13,500
– – 0.08% 268
2016
Q4 		$446K Hold
13,500
– – 0.09% 249
2016
Q3 		$359K Hold
13,500
– – 0.07% 349
2016
Q2 		$253K Hold
13,500
– – 0.05% 463
2016
Q1 		$218K Buy
+13,500
New +$198K 0.05% 448
2015
Q4 		– Sell
-13,500
Closed -$211K – 619
2015
Q3 		$211K Hold
13,500
– – 0.05% 465
2015
Q2 		$226K Buy
+13,500
New +$229K 0.06% 417

Other funds holding TPL

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

B. Riley Wealth Advisors's TPL Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Texas Pacific Land (TPL) position steady in Q2 2026 at 2,402 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #307.

B. Riley Wealth Advisors first reported a position in TPL in Q2 2015 and has held it in 29 quarters since. The position peaked at $2.49M in Q4 2024. 146 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • B. Riley Wealth Advisors held 2,402 shares of Texas Pacific Land worth $1.01M as of Q2 2026.
  • B. Riley Wealth Advisors left its Texas Pacific Land share count unchanged in Q2 2026.
  • Texas Pacific Land made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #307 holding.
  • B. Riley Wealth Advisors first reported a position in Texas Pacific Land in Q2 2015 and has held it in 29 quarters since.
  • B. Riley Wealth Advisors's Texas Pacific Land position peaked at $2.49M in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.