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LB

Root Financial Partners’s LandBridge Co LB Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-13
Closed -$898 – 3314
2026
Q1 		$898 Buy
+13
New +$826 ﹤0.01% 2650

Other funds holding LB

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HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Root Financial Partners's LB Position: Q2 2026 in Review

Root Financial Partners sold out of LandBridge Co (LB) in Q2 2026, closing a stake of 13 shares — an estimated $898 sold.

Root Financial Partners first reported a position in LB in Q1 2026 and held it in 1 quarter. The position peaked at $898 in Q1 2026. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Root Financial Partners reported no remaining LandBridge Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 LandBridge Co shares in Q2 2026, an estimated $898.
  • Root Financial Partners first reported a position in LandBridge Co in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's LandBridge Co position peaked at $898 in Q1 2026.
  • 192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.