EFS
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Essex Financial Services’s Texas Pacific Land TPL Stock Holding History

Essex Financial 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 		$20.7M Sell
47,379
-449
-0.9% -$182K 1.03% 16
2026
Q1 		$22.7M Buy
47,828
+2,313
+5% +$994K 1.27% 14
2025
Q4 		$13.1M Sell
45,515
-61
-0.1% -$18.6K 0.74% 25
2025
Q3 		$14.2M Sell
45,576
-174
-0.4% -$54.8K 0.85% 21
2025
Q2 		$16.1M Sell
45,750
-132
-0.3% -$54K 1.06% 16
2025
Q1 		$20.3M Sell
45,882
-732
-2% -$326K 1.46% 13
2024
Q4 		$17.2M Sell
46,614
-1,041
-2% -$426K 1.21% 15
2024
Q3 		$17.4M Sell
47,655
-4,959
-9% -$1.36M 1.25% 14
2024
Q2 		$14.6M Sell
52,614
-18,873
-26% -$3.96M 1.08% 18
2024
Q1 		$13.8M Sell
71,487
-1,557
-2% -$267K 1.27% 14
2023
Q4 		$12.8M Buy
73,044
+5,769
+9% +$1.1M 1.32% 13
2023
Q3 		$13.6M Sell
67,275
-19,206
-22% -$3.62M 1.58% 11
2023
Q2 		$12.7M Sell
86,481
-130,815
-60% -$21M 1.44% 11
2023
Q1 		$41.1M Sell
217,296
-21,429
-9% -$4.46M 4.32% 2
2022
Q4 		$62.2M Sell
238,725
-6,003
-2% -$1.59M 6.59% 1
2022
Q3 		$48.3M Sell
244,728
-16,236
-6% -$3.13M 5.76% 1
2022
Q2 		$43.1M Sell
260,964
-3,231
-1% -$528K 4.8% 1
2022
Q1 		$39.7M Sell
264,195
-33,363
-11% -$4.4M 3.81% 2
2021
Q4 		$41.3M Buy
297,558
+2,745
+0.9% +$383K 4.08% 2
2021
Q3 		$39.6M Sell
294,813
-1,926
-0.6% -$299K 4.53% 2
2021
Q2 		$52.7M Buy
+296,739
New +$51.7M 7.64% 1

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Essex Financial Services's TPL Position: Q2 2026 in Review

Essex Financial Services reduced its Texas Pacific Land (TPL) stake by 0.94% in Q2 2026, selling an estimated $182K and leaving 47,379 shares worth $20.7M. The position accounts for 1.03% of the portfolio, ranked #16.

Essex Financial Services first reported a position in TPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $62.2M in Q4 2022. 872 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Essex Financial Services held 47,379 shares of Texas Pacific Land worth $20.7M as of Q2 2026.
  • Essex Financial Services sold 449 Texas Pacific Land shares in Q2 2026, an estimated $182K.
  • Texas Pacific Land made up 1.03% of Essex Financial Services's portfolio in Q2 2026, its #16 holding.
  • Essex Financial Services first reported a position in Texas Pacific Land in Q2 2021 and has held it in 21 quarters since.
  • Essex Financial Services's Texas Pacific Land position peaked at $62.2M in Q4 2022.
  • 872 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.