Pinnacle Wealth Planning Services’s Texas Pacific Land TPL Stock Holding History

Pinnacle Wealth Planning Services’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	$343K	Buy	1,052 +164	+18%	+$61.9K	0.03%	314
2026 Q2	$389K	Buy	888 +5	+0.6%	+$2.03K	0.04%	281
2026 Q1	$419K	Buy	883 +187	+27%	+$80.4K	0.04%	250
2025 Q4	$200K	Buy	+696	New	+$213K	0.02%	464
2025 Q3	–	Sell	-648	Closed	-$228K	–	510
2025 Q2	$228K	Sell	648 -54	-8%	-$22.1K	0.03%	383
2025 Q1	$310K	Buy	702 +36	+5%	+$16K	0.05%	253
2024 Q4	$246K	Sell	666 -237	-26%	-$96.9K	0.04%	308
2024 Q3	$266K	Sell	903 -39	-4%	-$10.7K	0.04%	343
2024 Q2	$231K	Buy	+942	New	+$197K	0.03%	370

Other funds holding TPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's TPL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Texas Pacific Land (TPL) stake by 18% in Q3 2026, buying an estimated $61.9K and bringing the position to 1,052 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #314.

Pinnacle Wealth Planning Services first reported a position in TPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $419K in Q1 2026. 406 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

Pinnacle Wealth Planning Services held 1,052 shares of Texas Pacific Land worth $343K as of Q3 2026.
Pinnacle Wealth Planning Services bought 164 Texas Pacific Land shares in Q3 2026, an estimated $61.9K.
Texas Pacific Land made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #314 holding.
Pinnacle Wealth Planning Services first reported a position in Texas Pacific Land in Q2 2024 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Texas Pacific Land position peaked at $419K in Q1 2026.
406 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.