Herold Advisors
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Herold Advisors’s Texas Pacific Land TPL Stock Holding History

Herold 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
Q3 		$676K Buy
2,075
+568
+38% +$214K 0.13% 155
2026
Q2 		$661K Sell
1,507
-41
-3% -$16.6K 0.13% 156
2026
Q1 		$735K Buy
1,548
+336
+28% +$144K 0.16% 135
2025
Q4 		$348K Buy
1,212
+105
+9% +$32.1K 0.08% 193
2025
Q3 		$345K Sell
1,107
-573
-34% -$180K 0.08% 188
2025
Q2 		$592K Buy
1,680
+30
+2% +$12.3K 0.12% 171
2025
Q1 		$729K Buy
1,650
+720
+77% +$321K 0.16% 145
2024
Q4 		$343K Hold
930
– – 0.07% 209
2024
Q3 		$274K Sell
930
-60
-6% -$16.5K 0.06% 231
2024
Q2 		$242K Buy
+990
New +$208K 0.06% 236
2023
Q4 		– Sell
-990
Closed -$201K – 264
2023
Q3 		$201K Buy
+990
New +$187K 0.06% 235
2022
Q2 		– Sell
-540
Closed -$81.1K – 633
2022
Q1 		$81.1K Buy
+540
New +$71.2K 0.03% 303
2021
Q4 		– Sell
-540
Closed -$72K – 608
2021
Q3 		$72K Buy
+540
New +$84K 0.03% 326

Other funds holding TPL

York GP
York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Westwind Capital
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Herold Advisors's TPL Position: Q3 2026 in Review

Herold Advisors increased its Texas Pacific Land (TPL) stake by 38% in Q3 2026, buying an estimated $214K and bringing the position to 2,075 shares worth $676K. The position accounts for 0.13% of the portfolio, ranked #155.

Herold Advisors first reported a position in TPL in Q3 2021 and has held it in 13 quarters since. The position peaked at $735K in Q1 2026. 146 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • Herold Advisors held 2,075 shares of Texas Pacific Land worth $676K as of Q3 2026.
  • Herold Advisors bought 568 Texas Pacific Land shares in Q3 2026, an estimated $214K.
  • Texas Pacific Land made up 0.13% of Herold Advisors's portfolio in Q3 2026, its #155 holding.
  • Herold Advisors first reported a position in Texas Pacific Land in Q3 2021 and has held it in 13 quarters since.
  • Herold Advisors's Texas Pacific Land position peaked at $735K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.