Peak Financial Management
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Peak Financial Management’s Texas Pacific Land TPL Stock Holding History

Peak Financial 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
Q3 		– Sell
-531
Closed -$232K – 121
2026
Q2 		$232K Hold
531
– – 0.05% 99
2026
Q1 		$252K Buy
+531
New +$228K 0.06% 84
2025
Q2 		– Sell
-531
Closed -$235K – 103
2025
Q1 		$235K Buy
+531
New +$237K 0.07% 81

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York GP
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SMP
Santa Monica Partners Palm Beach Gardens, Florida $167M AUM 26.01% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Peak Financial Management's TPL Position: Q3 2026 in Review

Peak Financial Management sold out of Texas Pacific Land (TPL) in Q3 2026, closing a stake of 531 shares — an estimated $232K sold.

Peak Financial Management first reported a position in TPL in Q1 2025 and held it in 3 quarters. The position peaked at $252K in Q1 2026. 282 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • Peak Financial Management reported no remaining Texas Pacific Land position as of Q3 2026 after selling out during the quarter.
  • Peak Financial Management sold 531 Texas Pacific Land shares in Q3 2026, an estimated $232K.
  • Peak Financial Management first reported a position in Texas Pacific Land in Q1 2025 and held it in 3 quarters.
  • Peak Financial Management's Texas Pacific Land position peaked at $252K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.