Kestra Advisory Services
TPL icon

Kestra Advisory Services’s Texas Pacific Land TPL Stock Holding History

Kestra Advisory 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
2026
Q3 		$2.93M Buy
8,996
+1,148
+15% +$433K 0.01% 1192
2026
Q2 		$3.43M Sell
7,848
-11,451
-59% -$4.64M 0.01% 1041
2026
Q1 		$9.16M Sell
19,299
-2,749
-12% -$1.18M 0.03% 494
2025
Q4 		$6.33M Buy
22,048
+6,577
+43% +$2.01M 0.03% 599
2025
Q3 		$4.81M Buy
15,471
+297
+2% +$93.5K 0.02% 703
2025
Q2 		$5.34M Buy
15,174
+2,559
+20% +$1.05M 0.03% 603
2025
Q1 		$5.57M Buy
12,615
+939
+8% +$419K 0.03% 539
2024
Q4 		$4.3M Buy
11,676
+414
+4% +$169K 0.02% 632
2024
Q3 		$3.32M Buy
11,262
+2,073
+23% +$569K 0.02% 728
2024
Q2 		$2.25M Buy
9,189
+1,437
+19% +$301K 0.01% 903
2024
Q1 		$1.49M Buy
7,752
+3
+0% +$515 0.01% 1009
2023
Q4 		$1.35M Sell
7,749
-261
-3% -$49.6K 0.01% 975
2023
Q3 		$1.62M Buy
8,010
+4,842
+153% +$914K 0.02% 773
2023
Q2 		$463K Buy
+3,168
New +$508K ﹤0.01% 1360
2022
Q1 		– Sell
-3,249
Closed -$451K – 2126
2021
Q4 		$451K Sell
3,249
-2,745
-46% -$383K ﹤0.01% 1372
2021
Q3 		$805K Buy
+5,994
New +$932K 0.01% 1131

Other funds holding TPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
York GP
York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Kestra Advisory Services's TPL Position: Q3 2026 in Review

Kestra Advisory Services increased its Texas Pacific Land (TPL) stake by 15% in Q3 2026, buying an estimated $433K and bringing the position to 8,996 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #1192.

Kestra Advisory Services first reported a position in TPL in Q3 2021 and has held it in 16 quarters since. The position peaked at $9.16M in Q1 2026. 406 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • Kestra Advisory Services held 8,996 shares of Texas Pacific Land worth $2.93M as of Q3 2026.
  • Kestra Advisory Services bought 1,148 Texas Pacific Land shares in Q3 2026, an estimated $433K.
  • Texas Pacific Land made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1192 holding.
  • Kestra Advisory Services first reported a position in Texas Pacific Land in Q3 2021 and has held it in 16 quarters since.
  • Kestra Advisory Services's Texas Pacific Land position peaked at $9.16M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.