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Perigon Wealth Management’s Texas Pacific Land TPL Stock Holding History

Perigon 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
2025
Q2 		– Sell
-459
Closed -$203K – 1109
2025
Q1 		$203K Buy
+459
New +$205K 0.01% 969

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perigon Wealth Management's TPL Position: Q2 2025 in Review

Perigon Wealth Management sold out of Texas Pacific Land (TPL) in Q2 2025, closing a stake of 459 shares — an estimated $203K sold.

Perigon Wealth Management first reported a position in TPL in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 733 funds tracked by Wall St. Rank hold TPL as of Q2 2025.

  • Perigon Wealth Management reported no remaining Texas Pacific Land position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 459 Texas Pacific Land shares in Q2 2025, an estimated $203K.
  • Perigon Wealth Management first reported a position in Texas Pacific Land in Q1 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Texas Pacific Land position peaked at $203K in Q1 2025.
  • 733 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.