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Private Wealth Management Group’s Texas Pacific Land TPL Stock Holding History

Private Wealth Management Group’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 		$487K Buy
1,496
+1,466
+4,887% +$553K 0.11% 63
2026
Q2 		$13.1K Hold
30
– – ﹤0.01% 508
2026
Q1 		$14.2K Hold
30
– – ﹤0.01% 424
2025
Q4 		$8.62K Buy
30
+3
+11% +$916 ﹤0.01% 557
2025
Q3 		$8.4K Sell
27
-3
-10% -$945 ﹤0.01% 581
2025
Q2 		$10.6K Buy
30
+3
+11% +$1.23K ﹤0.01% 472
2025
Q1 		$11.9K Hold
27
– – ﹤0.01% 416
2024
Q4 		$10K Sell
27
-6
-18% -$2.45K ﹤0.01% 470
2024
Q3 		$9.7K Hold
33
– – ﹤0.01% 464
2024
Q2 		$8.08K Buy
33
+24
+267% +$5.03K ﹤0.01% 510
2024
Q1 		$1.74K Hold
9
– – ﹤0.01% 1042
2023
Q4 		$1.57K Buy
+9
New +$1.71K ﹤0.01% 1084

Other funds holding TPL

Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
York GP
York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Private Wealth Management Group's TPL Position: Q3 2026 in Review

Private Wealth Management Group increased its Texas Pacific Land (TPL) stake by 4,887% in Q3 2026, buying an estimated $553K and bringing the position to 1,496 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #63.

Private Wealth Management Group first reported a position in TPL in Q4 2023 and has held it in 12 quarters since. 205 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • Private Wealth Management Group held 1,496 shares of Texas Pacific Land worth $487K as of Q3 2026.
  • Private Wealth Management Group bought 1,466 Texas Pacific Land shares in Q3 2026, an estimated $553K.
  • Texas Pacific Land made up 0.11% of Private Wealth Management Group's portfolio in Q3 2026, its #63 holding.
  • Private Wealth Management Group first reported a position in Texas Pacific Land in Q4 2023 and has held it in 12 quarters since.
  • 205 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.