Formidable Asset Management’s Texas Pacific Land TPL Stock Holding History

Formidable Asset 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
2026 Q2	$822K	Buy	1,879 +1,076	+134%	+$436K	0.13%	158
2026 Q1	$381K	Sell	803 -1,024	-56%	-$440K	0.06%	274
2025 Q4	$525K	Hold	1,827	–	–	0.08%	243
2025 Q3	$569K	Hold	1,827	–	–	0.09%	212
2025 Q2	$643K	Buy	1,827 +267	+17%	+$109K	0.11%	187
2025 Q1	$689K	Hold	1,560	–	–	0.12%	179
2024 Q4	$575K	Sell	1,560 -2,769	-64%	-$1.13M	0.09%	212
2024 Q3	$1.28M	Sell	4,329 -258	-6%	-$70.8K	0.2%	99
2024 Q2	$1.12M	Sell	4,587 -390	-8%	-$81.8K	0.18%	116
2024 Q1	$960K	Sell	4,977 -252	-5%	-$43.2K	0.16%	134
2023 Q4	$914K	Sell	5,229 -126	-2%	-$23.9K	0.19%	98
2023 Q3	$1.09M	Hold	5,355	–	–	0.24%	82
2023 Q2	$783K	Buy	5,355 +1,404	+36%	+$225K	0.17%	123
2023 Q1	$747K	Buy	3,951 +2,124	+116%	+$442K	0.16%	116
2022 Q4	$476K	Buy	+1,827	New	+$484K	0.11%	171

Other funds holding TPL

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Formidable Asset Management's TPL Position: Q2 2026 in Review

Formidable Asset Management increased its Texas Pacific Land (TPL) stake by 134% in Q2 2026, buying an estimated $436K and bringing the position to 1,879 shares worth $822K. The position accounts for 0.13% of the portfolio, ranked #158.

Formidable Asset Management first reported a position in TPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q3 2024. 105 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Formidable Asset Management held 1,879 shares of Texas Pacific Land worth $822K as of Q2 2026.
Formidable Asset Management bought 1,076 Texas Pacific Land shares in Q2 2026, an estimated $436K.
Texas Pacific Land made up 0.13% of Formidable Asset Management's portfolio in Q2 2026, its #158 holding.
Formidable Asset Management first reported a position in Texas Pacific Land in Q4 2022 and has held it in 15 quarters since.
Formidable Asset Management's Texas Pacific Land position peaked at $1.28M in Q3 2024.
105 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.