One Charles Private Wealth Services’s LandBridge Co LB Stock Holding History

One Charles Private Wealth Services’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	$17.8M	Sell	224,152 -11,613	-5%	-$797K	4.09%	6
2026 Q1	$16.3M	Sell	235,765 -942	-0.4%	-$59.9K	4.08%	5
2025 Q4	$11.6M	Sell	236,707 -8,275	-3%	-$481K	3%	8
2025 Q3	$13.1M	Buy	244,982 +66,806	+37%	+$3.68M	3.43%	8
2025 Q2	$12M	Buy	178,176 +53,738	+43%	+$3.87M	3.38%	9
2025 Q1	$8.95M	Buy	124,438 +46,185	+59%	+$3.27M	2.9%	9
2024 Q4	$5.06M	Buy	+78,253	New	+$4.7M	1.7%	12

Other funds holding LB

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return