Kingswood Wealth Advisors’s LandBridge Co LB Stock Holding History

Kingswood Wealth 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 Q1	$4.54M	Buy	65,732 +51,286	+355%	+$3.26M	0.22%	109
2025 Q4	$708K	Sell	14,446 -25,917	-64%	-$1.51M	0.03%	427
2025 Q3	$2.15M	Sell	40,363 -4,528	-10%	-$250K	0.13%	172
2025 Q2	$3.03M	Buy	44,891 +15,136	+51%	+$1.09M	0.24%	97
2025 Q1	$2.14M	Buy	+29,755	New	+$2.11M	0.2%	119

Other funds holding LB

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Kingswood Wealth Advisors's LB Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its LandBridge Co (LB) stake by 355% in Q1 2026, buying an estimated $3.26M and bringing the position to 65,732 shares worth $4.54M. The position accounts for 0.22% of the portfolio, ranked #109.

Kingswood Wealth Advisors first reported a position in LB in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Kingswood Wealth Advisors held 65,732 shares of LandBridge Co worth $4.54M as of Q1 2026.
Kingswood Wealth Advisors bought 51,286 LandBridge Co shares in Q1 2026, an estimated $3.26M.
LandBridge Co made up 0.22% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #109 holding.
Kingswood Wealth Advisors first reported a position in LandBridge Co in Q1 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.