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Fortune Financial Advisors’s Texas Pacific Land TPL Stock Holding History

Fortune Financial 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 		$1.56M Buy
3,568
+616
+21% +$250K 0.67% 46
2026
Q1 		$1.4M Buy
2,952
+59
+2% +$25.4K 0.71% 39
2025
Q4 		$831K Buy
2,893
+193
+7% +$58.9K 0.56% 49
2025
Q3 		$840K Buy
+2,700
New +$850K 0.63% 47

Other funds holding TPL

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YG
York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Fortune Financial Advisors's TPL Position: Q2 2026 in Review

Fortune Financial Advisors increased its Texas Pacific Land (TPL) stake by 21% in Q2 2026, buying an estimated $250K and bringing the position to 3,568 shares worth $1.56M. The position accounts for 0.67% of the portfolio, ranked #46.

Fortune Financial Advisors first reported a position in TPL in Q3 2025 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Fortune Financial Advisors held 3,568 shares of Texas Pacific Land worth $1.56M as of Q2 2026.
  • Fortune Financial Advisors bought 616 Texas Pacific Land shares in Q2 2026, an estimated $250K.
  • Texas Pacific Land made up 0.67% of Fortune Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Fortune Financial Advisors first reported a position in Texas Pacific Land in Q3 2025 and has held it in 4 quarters since.
  • 322 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.