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Root Financial Partners’s Texas Pacific Land TPL Stock Holding History

Root Financial Partners’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 		$234K Buy
494
+68
+16% +$29.2K 0.01% 305
2025
Q4 		$122K Sell
426
-18
-4% -$5.5K 0.01% 401
2025
Q3 		$138K Buy
+444
New +$140K 0.01% 348

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's TPL Position: Q1 2026 in Review

Root Financial Partners increased its Texas Pacific Land (TPL) stake by 16% in Q1 2026, buying an estimated $29.2K and bringing the position to 494 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #305.

Root Financial Partners first reported a position in TPL in Q3 2025 and has held it in 3 quarters since. 861 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • Root Financial Partners held 494 shares of Texas Pacific Land worth $234K as of Q1 2026.
  • Root Financial Partners bought 68 Texas Pacific Land shares in Q1 2026, an estimated $29.2K.
  • Texas Pacific Land made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #305 holding.
  • Root Financial Partners first reported a position in Texas Pacific Land in Q3 2025 and has held it in 3 quarters since.
  • 861 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.