Bar Harbor Wealth Management’s Texas Pacific Land TPL Stock Holding History

Bar Harbor Wealth Management’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	$15.4M	Sell	35,277 -256	-0.7%	-$104K	0.83%	28
2026 Q1	$16.9M	Sell	35,533 -1,340	-4%	-$576K	0.99%	26
2025 Q4	$10.6M	Sell	36,873 -609	-2%	-$186K	0.61%	44
2025 Q3	$11.7M	Sell	37,482 -9,456	-20%	-$2.98M	0.7%	41
2025 Q2	$16.5M	Sell	46,938 -1,041	-2%	-$426K	1.06%	26
2025 Q1	$21.2M	Sell	47,979 -5,397	-10%	-$2.41M	1.4%	14
2024 Q4	$19.7M	Sell	53,376 -12,129	-19%	-$4.96M	1.29%	18
2024 Q3	$19.3M	Sell	65,505 -1,680	-3%	-$461K	1.23%	18
2024 Q2	$16.4M	Sell	67,185 -1,212	-2%	-$254K	1.09%	24
2024 Q1	$13.2M	Buy	68,397 +609	+0.9%	+$105K	0.88%	32
2023 Q4	$11.8M	Sell	67,788 -684	-1%	-$130K	0.88%	34
2023 Q3	$13.9M	Buy	68,472 +2,160	+3%	+$408K	1.1%	24
2023 Q2	$9.7M	Sell	66,312 -234	-0.4%	-$37.5K	0.74%	39
2023 Q1	$12.6M	Sell	66,546 -1,395	-2%	-$291K	1%	29
2022 Q4	$17.7M	Sell	67,941 -5,526	-8%	-$1.46M	1.41%	16
2022 Q3	$14.5M	Sell	73,467 -1,755	-2%	-$338K	1.25%	18
2022 Q2	$12.4M	Buy	+75,222	New	+$12.3M	1%	26

Other funds holding TPL

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LKIM

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Bar Harbor Wealth Management's TPL Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Texas Pacific Land (TPL) stake by 0.72% in Q2 2026, selling an estimated $104K and leaving 35,277 shares worth $15.4M. The position accounts for 0.83% of the portfolio, ranked #28.

Bar Harbor Wealth Management first reported a position in TPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.2M in Q1 2025. 322 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Bar Harbor Wealth Management held 35,277 shares of Texas Pacific Land worth $15.4M as of Q2 2026.
Bar Harbor Wealth Management sold 256 Texas Pacific Land shares in Q2 2026, an estimated $104K.
Texas Pacific Land made up 0.83% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #28 holding.
Bar Harbor Wealth Management first reported a position in Texas Pacific Land in Q2 2022 and has held it in 17 quarters since.
Bar Harbor Wealth Management's Texas Pacific Land position peaked at $21.2M in Q1 2025.
322 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.