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 Q2	$3.65M	Sell	46,097 -19,635	-30%	-$1.35M	0.15%	156
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 $39.2B AUM 21.04% 1-Year Est. Return

HKAM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kingswood Wealth Advisors's LB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its LandBridge Co (LB) stake by 30% in Q2 2026, selling an estimated $1.35M and leaving 46,097 shares worth $3.65M. The position accounts for 0.15% of the portfolio, ranked #156.

Kingswood Wealth Advisors first reported a position in LB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.54M in Q1 2026. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Kingswood Wealth Advisors held 46,097 shares of LandBridge Co worth $3.65M as of Q2 2026.
Kingswood Wealth Advisors sold 19,635 LandBridge Co shares in Q2 2026, an estimated $1.35M.
LandBridge Co made up 0.15% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Kingswood Wealth Advisors first reported a position in LandBridge Co in Q1 2025 and has held it in 6 quarters since.
Kingswood Wealth Advisors's LandBridge Co position peaked at $4.54M in Q1 2026.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.