Greenleaf Trust’s Texas Pacific Land TPL Stock Holding History

Greenleaf Trust’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	$244K	Sell	558 -93	-14%	-$37.7K	﹤0.01%	770
2026 Q1	$309K	Buy	+651	New	+$280K	﹤0.01%	645
2025 Q3	–	Sell	-990	Closed	-$349K	–	839
2025 Q2	$349K	Buy	990 +324	+49%	+$132K	﹤0.01%	585
2025 Q1	$294K	Buy	666 +117	+21%	+$52.2K	﹤0.01%	652
2024 Q4	$202K	Buy	+549	New	+$224K	﹤0.01%	782

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

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

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

Greenleaf Trust's TPL Position: Q2 2026 in Review

Greenleaf Trust reduced its Texas Pacific Land (TPL) stake by 14% in Q2 2026, selling an estimated $37.7K and leaving 558 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Greenleaf Trust first reported a position in TPL in Q4 2024 and has held it in 5 quarters since. The position peaked at $349K in Q2 2025. 146 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Greenleaf Trust held 558 shares of Texas Pacific Land worth $244K as of Q2 2026.
Greenleaf Trust sold 93 Texas Pacific Land shares in Q2 2026, an estimated $37.7K.
Texas Pacific Land made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #770 holding.
Greenleaf Trust first reported a position in Texas Pacific Land in Q4 2024 and has held it in 5 quarters since.
Greenleaf Trust's Texas Pacific Land position peaked at $349K in Q2 2025.
146 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.