Confluence Wealth Services’s Texas Pacific Land TPL Stock Holding History

Confluence Wealth 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	$2.24M	Buy	5,128 +194	+4%	+$78.7K	0.06%	143
2026 Q1	$2.34M	Buy	4,934 +97	+2%	+$41.7K	0.09%	99
2025 Q4	$1.39M	Buy	4,837 +313	+7%	+$95.6K	0.06%	144
2025 Q3	$1.41M	Buy	4,524 +129	+3%	+$40.6K	0.07%	137
2025 Q2	$1.55M	Sell	4,395 -66	-1%	-$27K	0.08%	116
2025 Q1	$1.98M	Buy	4,461 +21	+0.5%	+$9.36K	0.12%	88
2024 Q4	$2.08M	Sell	4,440 -231	-5%	-$94.4K	0.14%	81
2024 Q3	$1.38M	Buy	4,671 +189	+4%	+$51.9K	0.1%	109
2024 Q2	$1.1M	Buy	4,482 +657	+17%	+$138K	0.09%	137
2024 Q1	$738K	Buy	3,825 +1,800	+89%	+$309K	0.07%	168
2023 Q4	$354K	Buy	+2,025	New	+$385K	0.04%	218
2022 Q1	–	Sell	-27	Closed	-$3K	–	1073
2021 Q4	$3K	Buy	+27	New	+$3.77K	﹤0.01%	1123

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

Confluence Wealth Services's TPL Position: Q2 2026 in Review

Confluence Wealth Services increased its Texas Pacific Land (TPL) stake by 3.9% in Q2 2026, buying an estimated $78.7K and bringing the position to 5,128 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #143.

Confluence Wealth Services first reported a position in TPL in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.34M in Q1 2026. 871 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Confluence Wealth Services held 5,128 shares of Texas Pacific Land worth $2.24M as of Q2 2026.
Confluence Wealth Services bought 194 Texas Pacific Land shares in Q2 2026, an estimated $78.7K.
Texas Pacific Land made up 0.06% of Confluence Wealth Services's portfolio in Q2 2026, its #143 holding.
Confluence Wealth Services first reported a position in Texas Pacific Land in Q4 2021 and has held it in 12 quarters since.
Confluence Wealth Services's Texas Pacific Land position peaked at $2.34M in Q1 2026.
871 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.