Key Client Fiduciary Advisors’s Texas Pacific Land TPL Stock Holding History

Key Client Fiduciary 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 Q2	$319K	Sell	728 -40	-5%	-$16.2K	0.09%	169
2026 Q1	$364K	Hold	768	–	–	0.12%	145
2025 Q4	$221K	Buy	768 +42	+6%	+$12.8K	0.08%	187
2025 Q3	$226K	Buy	+726	New	+$229K	0.07%	194
2024 Q4	–	Sell	-717	Closed	-$211K	–	205
2024 Q3	$211K	Buy	+717	New	+$197K	0.09%	185
2022 Q2	–	Sell	-9,216	Closed	-$1.39M	–	129
2022 Q1	$1.39M	Buy	9,216 +2,529	+38%	+$333K	1.09%	24
2021 Q4	$928K	Buy	+6,687	New	+$933K	0.77%	35

Other funds holding TPL

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

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return