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EverSource Wealth Advisors’s LandBridge Co LB Stock Holding History

EverSource Wealth Advisors’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3K Sell
294
-224
-43% -$15.4K ﹤0.01% 2320
2026
Q1 		$35.8K Buy
518
+440
+564% +$28K ﹤0.01% 2134
2025
Q4 		$3.82K Buy
+78
New +$4.54K ﹤0.01% 3229

Other funds holding LB

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's LB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its LandBridge Co (LB) stake by 43% in Q2 2026, selling an estimated $15.4K and leaving 294 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

EverSource Wealth Advisors first reported a position in LB in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.8K in Q1 2026. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • EverSource Wealth Advisors held 294 shares of LandBridge Co worth $23.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 224 LandBridge Co shares in Q2 2026, an estimated $15.4K.
  • LandBridge Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2320 holding.
  • EverSource Wealth Advisors first reported a position in LandBridge Co in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's LandBridge Co position peaked at $35.8K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.