Key Client Fiduciary Advisors’s LandBridge Co LB Stock Holding History

Key Client Fiduciary Advisors’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	–	Sell	-25,760	Closed	-$1.78M	–	243
2026 Q1	$1.78M	Sell	25,760 -26,334	-51%	-$1.67M	0.6%	38
2025 Q4	$2.55M	Buy	52,094 +1,329	+3%	+$77.3K	0.87%	23
2025 Q3	$2.71M	Buy	50,765 +33,388	+192%	+$1.84M	0.9%	24
2025 Q2	$1.17M	Buy	17,377 +7,912	+84%	+$570K	0.47%	49
2025 Q1	$681K	Buy	+9,465	New	+$670K	0.31%	75

Other funds holding LB

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Key Client Fiduciary Advisors's LB Position: Q2 2026 in Review

Key Client Fiduciary Advisors sold out of LandBridge Co (LB) in Q2 2026, closing a stake of 25,760 shares — an estimated $1.78M sold.

Key Client Fiduciary Advisors first reported a position in LB in Q1 2025 and held it in 5 quarters. The position peaked at $2.71M in Q3 2025. 22 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Key Client Fiduciary Advisors reported no remaining LandBridge Co position as of Q2 2026 after selling out during the quarter.
Key Client Fiduciary Advisors sold 25,760 LandBridge Co shares in Q2 2026, an estimated $1.78M.
Key Client Fiduciary Advisors first reported a position in LandBridge Co in Q1 2025 and held it in 5 quarters.
Key Client Fiduciary Advisors's LandBridge Co position peaked at $2.71M in Q3 2025.
22 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.