EP Wealth Advisors’s Texas Pacific Land TPL Stock Holding History

EP Wealth Advisors’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	$995K	Buy	2,273 +1,020	+81%	+$414K	﹤0.01%	750
2026 Q1	$595K	Sell	1,253 -383	-23%	-$165K	﹤0.01%	831
2025 Q4	$470K	Buy	+1,636	New	+$500K	﹤0.01%	910
2025 Q2	$651K	Buy	1,848 +108	+6%	+$44.2K	﹤0.01%	681
2025 Q1	$768K	Sell	1,740 -2,496	-59%	-$1.11M	0.01%	563
2024 Q4	$1.56M	Buy	4,236 +1,185	+39%	+$484K	0.01%	399
2024 Q3	$900K	Buy	+3,051	New	+$838K	0.01%	521
2021 Q3	–	Sell	-3,645	Closed	-$648K	–	560
2021 Q2	$648K	Hold	3,645	–	–	0.02%	295
2021 Q1	$644K	Buy	+3,645	New	+$454K	0.02%	280

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

EP Wealth Advisors's TPL Position: Q2 2026 in Review

EP Wealth Advisors increased its Texas Pacific Land (TPL) stake by 81% in Q2 2026, buying an estimated $414K and bringing the position to 2,273 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

EP Wealth Advisors first reported a position in TPL in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.56M in Q4 2024. 873 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

EP Wealth Advisors held 2,273 shares of Texas Pacific Land worth $995K as of Q2 2026.
EP Wealth Advisors bought 1,020 Texas Pacific Land shares in Q2 2026, an estimated $414K.
Texas Pacific Land made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #750 holding.
EP Wealth Advisors first reported a position in Texas Pacific Land in Q1 2021 and has held it in 9 quarters since.
EP Wealth Advisors's Texas Pacific Land position peaked at $1.56M in Q4 2024.
873 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.