BWL
TPL icon

Bogart Wealth LLC’s Texas Pacific Land TPL Stock Holding History

Bogart Wealth LLC’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 		$30.6K Buy
70
+23
+49% +$9.32K ﹤0.01% 669
2026
Q1 		$22.1K Buy
47
+2
+4% +$859 ﹤0.01% 699
2025
Q4 		$13.1K Hold
45
– – ﹤0.01% 799
2025
Q3 		$14.4K Hold
45
– – ﹤0.01% 751
2025
Q2 		$16.3K Hold
45
– – ﹤0.01% 681
2025
Q1 		$20.4K Hold
45
– – ﹤0.01% 581
2024
Q4 		$17K Hold
45
– – ﹤0.01% 620
2024
Q3 		$13.6K Hold
45
– – ﹤0.01% 619
2024
Q2 		$11.2K Hold
45
– – ﹤0.01% 638
2024
Q1 		$8.84K Hold
45
– – ﹤0.01% 671
2023
Q4 		$8.29K Hold
45
– – ﹤0.01% 660
2023
Q3 		$9.6K Buy
+45
New +$8.49K ﹤0.01% 602

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bogart Wealth LLC's TPL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Texas Pacific Land (TPL) stake by 49% in Q2 2026, buying an estimated $9.32K and bringing the position to 70 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Bogart Wealth LLC first reported a position in TPL in Q3 2023 and has held it in 12 quarters since. 875 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Bogart Wealth LLC held 70 shares of Texas Pacific Land worth $30.6K as of Q2 2026.
  • Bogart Wealth LLC bought 23 Texas Pacific Land shares in Q2 2026, an estimated $9.32K.
  • Texas Pacific Land made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #669 holding.
  • Bogart Wealth LLC first reported a position in Texas Pacific Land in Q3 2023 and has held it in 12 quarters since.
  • 875 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.