Jefferies Financial Group’s Texas Pacific Land TPL Stock Holding History

Jefferies Financial Group’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	$654K	Sell	1,495 -490	-25%	-$199K	﹤0.01%	1160
2026 Q1	$942K	Sell	1,985 -23,281	-92%	-$10M	0.01%	950
2025 Q4	$7.26M	Sell	25,266 -4,779	-16%	-$1.46M	0.04%	401
2025 Q3	$9.35M	Buy	30,045 +7,440	+33%	+$2.34M	0.04%	250
2025 Q2	$7.96M	Sell	22,605 -5,643	-20%	-$2.31M	0.07%	207
2025 Q1	$12.5M	Buy	28,248 +26,670	+1,690%	+$11.9M	0.11%	124
2024 Q4	$582K	Buy	1,578 +564	+56%	+$231K	﹤0.01%	1067
2024 Q3	$299K	Buy	1,014 +6	+0.6%	+$1.65K	﹤0.01%	1116
2024 Q2	$247K	Buy	+1,008	New	+$211K	﹤0.01%	1174
2023 Q3	–	Sell	-7,740	Closed	-$1.13M	–	1996
2023 Q2	$1.13M	Sell	7,740 -7,560	-49%	-$1.21M	0.01%	867
2023 Q1	$2.89M	Buy	+15,300	New	+$3.19M	0.02%	538

Other funds holding TPL

HKAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Financial Group's TPL Position: Q2 2026 in Review

Jefferies Financial Group reduced its Texas Pacific Land (TPL) stake by 25% in Q2 2026, selling an estimated $199K and leaving 1,495 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Jefferies Financial Group first reported a position in TPL in Q1 2023 and has held it in 11 quarters since. The position peaked at $12.5M in Q1 2025. 875 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Jefferies Financial Group held 1,495 shares of Texas Pacific Land worth $654K as of Q2 2026.
Jefferies Financial Group sold 490 Texas Pacific Land shares in Q2 2026, an estimated $199K.
Texas Pacific Land made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1160 holding.
Jefferies Financial Group first reported a position in Texas Pacific Land in Q1 2023 and has held it in 11 quarters since.
Jefferies Financial Group's Texas Pacific Land position peaked at $12.5M in Q1 2025.
875 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.