PAS
LB

PKS Advisory Services’s LandBridge Co LB Stock Holding History

PKS Advisory Services’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,000
Closed -$270K – 285
2025
Q2 		$270K Buy
+4,000
New +$288K 0.07% 215

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $697M AUM 4.23% 1-Year Est. Return

PKS Advisory Services's LB Position: Q3 2025 in Review

PKS Advisory Services sold out of LandBridge Co (LB) in Q3 2025, closing a stake of 4,000 shares — an estimated $270K sold.

PKS Advisory Services first reported a position in LB in Q2 2025 and held it in 1 quarter. The position peaked at $270K in Q2 2025. 156 funds tracked by Wall St. Rank hold LB as of Q3 2025.

  • PKS Advisory Services reported no remaining LandBridge Co position as of Q3 2025 after selling out during the quarter.
  • PKS Advisory Services sold 4,000 LandBridge Co shares in Q3 2025, an estimated $270K.
  • PKS Advisory Services first reported a position in LandBridge Co in Q2 2025 and held it in 1 quarter.
  • PKS Advisory Services's LandBridge Co position peaked at $270K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held LandBridge Co as of Q3 2025.

Based on PKS Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.