PFM
TPL icon

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
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

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Peak Financial Management's TPL Position: Q2 2026 in Review

Peak Financial Management held its Texas Pacific Land (TPL) position steady in Q2 2026 at 531 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #99.

Peak Financial Management first reported a position in TPL in Q1 2025 and has held it in 3 quarters since. The position peaked at $252K in Q1 2026. 872 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Peak Financial Management held 531 shares of Texas Pacific Land worth $232K as of Q2 2026.
  • Peak Financial Management left its Texas Pacific Land share count unchanged in Q2 2026.
  • Texas Pacific Land made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #99 holding.
  • Peak Financial Management first reported a position in Texas Pacific Land in Q1 2025 and has held it in 3 quarters since.
  • Peak Financial Management's Texas Pacific Land position peaked at $252K in Q1 2026.
  • 872 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.