Independent Advisor Alliance’s LandBridge Co LB Stock Holding History

Independent Advisor Alliance’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Buy	19,123 +337	+2%	+$23.1K	0.04%	340
2026 Q1	$1.3M	Buy	18,786 +1,674	+10%	+$106K	0.01%	706
2025 Q4	$838K	Buy	17,112 +456	+3%	+$26.5K	0.02%	518
2025 Q3	$889K	Buy	16,656 +5,689	+52%	+$314K	0.02%	469
2025 Q2	$741K	Buy	10,967 +4,568	+71%	+$329K	0.02%	481
2025 Q1	$460K	Buy	6,399 +1,306	+26%	+$92.4K	0.02%	545
2024 Q4	$329K	Buy	+5,093	New	+$306K	﹤0.01%	1099

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's LB Position: Q2 2026 in Review

Independent Advisor Alliance increased its LandBridge Co (LB) stake by 1.8% in Q2 2026, buying an estimated $23.1K and bringing the position to 19,123 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #340.

Independent Advisor Alliance first reported a position in LB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Independent Advisor Alliance held 19,123 shares of LandBridge Co worth $1.52M as of Q2 2026.
Independent Advisor Alliance bought 337 LandBridge Co shares in Q2 2026, an estimated $23.1K.
LandBridge Co made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #340 holding.
Independent Advisor Alliance first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.