MSFP
TPL icon

Mark Sheptoff Financial Planning’s Texas Pacific Land TPL Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-36
Closed -$12.7K – 542
2025
Q2 		$12.7K Hold
36
– – 0.01% 318
2025
Q1 		$15.9K Hold
36
– – 0.01% 268
2024
Q4 		$13.3K Buy
36
+6
+20% +$2.45K 0.01% 294
2024
Q3 		$8.85K Buy
+30
New +$8.24K ﹤0.01% 319

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's TPL Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Texas Pacific Land (TPL) in Q3 2025, closing a stake of 36 shares — an estimated $12.7K sold.

Mark Sheptoff Financial Planning first reported a position in TPL in Q3 2024 and held it in 4 quarters. The position peaked at $15.9K in Q1 2025. 717 funds tracked by Wall St. Rank hold TPL as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Texas Pacific Land position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 36 Texas Pacific Land shares in Q3 2025, an estimated $12.7K.
  • Mark Sheptoff Financial Planning first reported a position in Texas Pacific Land in Q3 2024 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Texas Pacific Land position peaked at $15.9K in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.