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Congress Wealth Management’s Texas Pacific Land TPL Stock Holding History

Congress 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
2025
Q2 		$25.8M Buy
73,344
+1,074
+1% +$439K 0.25% 95
2025
Q1 		$31.9M Buy
+72,270
New +$32.2M 0.38% 58

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Congress Wealth Management's TPL Position: Q2 2025 in Review

Congress Wealth Management increased its Texas Pacific Land (TPL) stake by 1.5% in Q2 2025, buying an estimated $439K and bringing the position to 73,344 shares worth $25.8M. The position accounts for 0.25% of the portfolio, ranked #95.

Congress Wealth Management first reported a position in TPL in Q1 2025 and has held it in 2 quarters since. The position peaked at $31.9M in Q1 2025. 733 funds tracked by Wall St. Rank hold TPL as of Q2 2025.

  • Congress Wealth Management held 73,344 shares of Texas Pacific Land worth $25.8M as of Q2 2025.
  • Congress Wealth Management bought 1,074 Texas Pacific Land shares in Q2 2025, an estimated $439K.
  • Texas Pacific Land made up 0.25% of Congress Wealth Management's portfolio in Q2 2025, its #95 holding.
  • Congress Wealth Management first reported a position in Texas Pacific Land in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Texas Pacific Land position peaked at $31.9M in Q1 2025.
  • 733 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.