Mowery & Schoenfeld Wealth Management’s Texas Pacific Land TPL Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$643K	Hold	1,470	–	–	0.88%	22
2026 Q1	$698K	Hold	1,470	–	–	1.07%	19
2025 Q4	$422K	Hold	1,470	–	–	0.61%	31
2025 Q3	$457K	Hold	1,470	–	–	0.79%	27
2025 Q2	$518K	Hold	1,470	–	–	0.79%	24
2025 Q1	$649K	Sell	1,470 -15	-1%	-$6.69K	1.27%	17
2024 Q4	$547K	Hold	1,485	–	–	1.06%	20
2024 Q3	$438K	Hold	1,485	–	–	0.69%	24
2024 Q2	$363K	Hold	1,485	–	–	0.52%	25
2024 Q1	$286K	Hold	1,485	–	–	0.55%	24
2023 Q4	$259K	Buy	+1,485	New	+$282K	0.52%	26

Other funds holding TPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AAS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TPL Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Texas Pacific Land (TPL) position steady in Q2 2026 at 1,470 shares worth $643K. The position accounts for 0.88% of the portfolio, ranked #22.

Mowery & Schoenfeld Wealth Management first reported a position in TPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $698K in Q1 2026. 455 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 1,470 shares of Texas Pacific Land worth $643K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Texas Pacific Land share count unchanged in Q2 2026.
Texas Pacific Land made up 0.88% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #22 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Texas Pacific Land in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Texas Pacific Land position peaked at $698K in Q1 2026.
455 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.