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Fortem Financial Group’s Texas Pacific Land TPL Stock Holding History

Fortem Financial Group’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 		$547K Buy
1,250
+50
+4% +$20.3K 0.11% 121
2026
Q1 		$569K Hold
1,200
– – 0.14% 119
2025
Q4 		$345K Hold
1,200
– – 0.09% 135
2025
Q3 		$373K Buy
1,200
+600
+100% +$189K 0.11% 123
2025
Q2 		$211K Buy
+600
New +$245K 0.07% 163

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

Fortem Financial Group's TPL Position: Q2 2026 in Review

Fortem Financial Group increased its Texas Pacific Land (TPL) stake by 4.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 1,250 shares worth $547K. The position accounts for 0.11% of the portfolio, ranked #121.

Fortem Financial Group first reported a position in TPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $569K in Q1 2026. 873 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Fortem Financial Group held 1,250 shares of Texas Pacific Land worth $547K as of Q2 2026.
  • Fortem Financial Group bought 50 Texas Pacific Land shares in Q2 2026, an estimated $20.3K.
  • Texas Pacific Land made up 0.11% of Fortem Financial Group's portfolio in Q2 2026, its #121 holding.
  • Fortem Financial Group first reported a position in Texas Pacific Land in Q2 2025 and has held it in 5 quarters since.
  • Fortem Financial Group's Texas Pacific Land position peaked at $569K in Q1 2026.
  • 873 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.