Cascade Financial Partners’s Texas Pacific Land TPL Stock Holding History

Cascade Financial Partners’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	$613K	Sell	1,400 -100	-7%	-$40.5K	0.05%	163
2026 Q1	$712K	Hold	1,500	–	–	0.07%	145
2025 Q4	$431K	Hold	1,500	–	–	0.04%	177
2025 Q3	$467K	Hold	1,500	–	–	0.05%	169
2025 Q2	$528K	Hold	1,500	–	–	0.06%	160
2025 Q1	$662K	Hold	1,500	–	–	0.08%	137
2024 Q4	$553K	Hold	1,500	–	–	0.07%	134
2024 Q3	$546K	Sell	1,500 -300	-17%	-$82.4K	0.07%	135
2024 Q2	$441K	Sell	1,800 -162	-8%	-$34K	0.06%	147
2024 Q1	$396K	Buy	+1,962	New	+$337K	0.06%	148

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

Cascade Financial Partners's TPL Position: Q2 2026 in Review

Cascade Financial Partners reduced its Texas Pacific Land (TPL) stake by 6.7% in Q2 2026, selling an estimated $40.5K and leaving 1,400 shares worth $613K. The position accounts for 0.05% of the portfolio, ranked #163.

Cascade Financial Partners first reported a position in TPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $712K in Q1 2026. 875 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Cascade Financial Partners held 1,400 shares of Texas Pacific Land worth $613K as of Q2 2026.
Cascade Financial Partners sold 100 Texas Pacific Land shares in Q2 2026, an estimated $40.5K.
Texas Pacific Land made up 0.05% of Cascade Financial Partners's portfolio in Q2 2026, its #163 holding.
Cascade Financial Partners first reported a position in Texas Pacific Land in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Texas Pacific Land position peaked at $712K in Q1 2026.
875 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.