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Prospera Financial Services’s Texas Pacific Land TPL Stock Holding History

Prospera Financial 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
Q2 		$6.04M Sell
13,795
-7,767
-36% -$3.15M 0.09% 241
2026
Q1 		$10.2M Buy
21,562
+7,013
+48% +$3.01M 0.16% 138
2025
Q4 		$4.18M Buy
14,549
+332
+2% +$101K 0.07% 284
2025
Q3 		$4.43M Buy
14,217
+219
+2% +$69K 0.08% 275
2025
Q2 		$4.93M Sell
13,998
-1,680
-11% -$687K 0.09% 228
2025
Q1 		$6.93M Sell
15,678
-774
-5% -$345K 0.16% 144
2024
Q4 		$6.07M Buy
16,452
+510
+3% +$208K 0.14% 162
2024
Q3 		$4.71M Sell
15,942
-11,169
-41% -$3.07M 0.12% 187
2024
Q2 		$6.64M Buy
27,111
+3
+0% +$629 0.18% 119
2024
Q1 		$5.23M Buy
27,108
+2,817
+12% +$483K 0.16% 140
2023
Q4 		$4.24M Buy
+24,291
New +$4.62M 0.14% 162
2022
Q3 		– Sell
-180
Closed -$30K – 1527
2022
Q2 		$30K Hold
180
– – ﹤0.01% 1130
2022
Q1 		$27K Buy
+180
New +$23.7K ﹤0.01% 1625
2020
Q4 		– Sell
-180
Closed -$9K – 1497
2020
Q3 		$9K Buy
+180
New +$10.7K ﹤0.01% 1150

Other funds holding TPL

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prospera Financial Services's TPL Position: Q2 2026 in Review

Prospera Financial Services reduced its Texas Pacific Land (TPL) stake by 36% in Q2 2026, selling an estimated $3.15M and leaving 13,795 shares worth $6.04M. The position accounts for 0.09% of the portfolio, ranked #241.

Prospera Financial Services first reported a position in TPL in Q3 2020 and has held it in 14 quarters since. The position peaked at $10.2M in Q1 2026. 105 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Prospera Financial Services held 13,795 shares of Texas Pacific Land worth $6.04M as of Q2 2026.
  • Prospera Financial Services sold 7,767 Texas Pacific Land shares in Q2 2026, an estimated $3.15M.
  • Texas Pacific Land made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #241 holding.
  • Prospera Financial Services first reported a position in Texas Pacific Land in Q3 2020 and has held it in 14 quarters since.
  • Prospera Financial Services's Texas Pacific Land position peaked at $10.2M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.