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Heritage Financial Services’s Texas Pacific Land TPL Stock Holding History

Heritage Financial Services’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
2025
Q4 		$341K Hold
1,188
– – 0.03% 89
2025
Q3 		$370K Buy
1,188
+450
+61% +$142K 0.03% 91
2025
Q2 		$260K Hold
738
– – 0.03% 102
2025
Q1 		$326K Hold
738
– – 0.03% 85
2024
Q4 		$272K Hold
738
– – 0.04% 90
2024
Q3 		$218K Buy
+738
New +$203K 0.03% 102

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Heritage Financial Services's TPL Position: Q4 2025 in Review

Heritage Financial Services held its Texas Pacific Land (TPL) position steady in Q4 2025 at 1,188 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #89.

Heritage Financial Services first reported a position in TPL in Q3 2024 and has held it in 6 quarters since. The position peaked at $370K in Q3 2025. 731 funds tracked by Wall St. Rank hold TPL as of Q4 2025.

  • Heritage Financial Services held 1,188 shares of Texas Pacific Land worth $341K as of Q4 2025.
  • Heritage Financial Services left its Texas Pacific Land share count unchanged in Q4 2025.
  • Texas Pacific Land made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #89 holding.
  • Heritage Financial Services first reported a position in Texas Pacific Land in Q3 2024 and has held it in 6 quarters since.
  • Heritage Financial Services's Texas Pacific Land position peaked at $370K in Q3 2025.
  • 731 funds tracked by Wall St. Rank held Texas Pacific Land as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.