CFS Investment Advisory Services’s Texas Pacific Land TPL Stock Holding History

CFS Investment 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	$308K	Buy	757 +14	+2%	+$5.68K	0.02%	314
2026 Q1	$314K	Buy	743 +14	+2%	+$6.02K	0.02%	310
2025 Q4	$209K	Sell	729 -6	-0.8%	-$1.83K	0.02%	322
2025 Q3	$228K	Sell	735 -156	-18%	-$49.1K	0.02%	321
2025 Q2	$314K	Sell	891 -3	-0.3%	-$1.23K	0.03%	271
2025 Q1	$395K	Buy	894 +6	+0.7%	+$2.67K	0.04%	238
2024 Q4	$327K	Buy	888 +3	+0.3%	+$1.23K	0.03%	249
2024 Q3	$261K	Buy	885 +3	+0.3%	+$824	0.02%	267
2024 Q2	$216K	Buy	+882	New	+$185K	0.02%	246

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

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

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

CFS Investment Advisory Services's TPL Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Texas Pacific Land (TPL) stake by 1.9% in Q2 2026, buying an estimated $5.68K and bringing the position to 757 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #314.

CFS Investment Advisory Services first reported a position in TPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $395K in Q1 2025. 162 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

CFS Investment Advisory Services held 757 shares of Texas Pacific Land worth $308K as of Q2 2026.
CFS Investment Advisory Services bought 14 Texas Pacific Land shares in Q2 2026, an estimated $5.68K.
Texas Pacific Land made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #314 holding.
CFS Investment Advisory Services first reported a position in Texas Pacific Land in Q2 2024 and has held it in 9 quarters since.
CFS Investment Advisory Services's Texas Pacific Land position peaked at $395K in Q1 2025.
162 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.