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Patriot Financial Group Insurance Agency’s Texas Pacific Land TPL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-1,000
Closed -$287K – 719
2025
Q4 		$287K Buy
1,000
+7
+0.7% +$2.14K 0.03% 393
2025
Q3 		$309K Buy
+993
New +$313K 0.04% 376

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TPL Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of Texas Pacific Land (TPL) in Q1 2026, closing a stake of 1,000 shares — an estimated $287K sold.

Patriot Financial Group Insurance Agency first reported a position in TPL in Q3 2025 and held it in 2 quarters. The position peaked at $309K in Q3 2025. 862 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Texas Pacific Land position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,000 Texas Pacific Land shares in Q1 2026, an estimated $287K.
  • Patriot Financial Group Insurance Agency first reported a position in Texas Pacific Land in Q3 2025 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Texas Pacific Land position peaked at $309K in Q3 2025.
  • 862 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.