LGT Financial Advisors’s LandBridge Co LB Stock Holding History

LGT Financial 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
2025 Q2	–	Sell	-400	Closed	-$28.8K	–	632
2025 Q1	$28.8K	Buy	+400	New	+$28.3K	0.09%	129

Other funds holding LB

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.01B AUM 27.22% 1-Year Est. Return

LGT Financial Advisors's LB Position: Q2 2025 in Review

LGT Financial Advisors sold out of LandBridge Co (LB) in Q2 2025, closing a stake of 400 shares — an estimated $28.8K sold.

LGT Financial Advisors first reported a position in LB in Q1 2025 and held it in 1 quarter. The position peaked at $28.8K in Q1 2025. 156 funds tracked by Wall St. Rank hold LB as of Q2 2025.

LGT Financial Advisors reported no remaining LandBridge Co position as of Q2 2025 after selling out during the quarter.
LGT Financial Advisors sold 400 LandBridge Co shares in Q2 2025, an estimated $28.8K.
LGT Financial Advisors first reported a position in LandBridge Co in Q1 2025 and held it in 1 quarter.
LGT Financial Advisors's LandBridge Co position peaked at $28.8K in Q1 2025.
156 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.