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 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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's TPL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Texas Pacific Land (TPL) stake by 27% in Q1 2026, buying an estimated $80.4K and bringing the position to 883 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #250.

Pinnacle Wealth Planning Services first reported a position in TPL in Q2 2024 and has held it in 7 quarters since. 860 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

Pinnacle Wealth Planning Services held 883 shares of Texas Pacific Land worth $419K as of Q1 2026.
Pinnacle Wealth Planning Services bought 187 Texas Pacific Land shares in Q1 2026, an estimated $80.4K.
Texas Pacific Land made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #250 holding.
Pinnacle Wealth Planning Services first reported a position in Texas Pacific Land in Q2 2024 and has held it in 7 quarters since.
860 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.