Root Financial Partners
TPL icon

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
Q3 		$150K Sell
461
-23
-5% -$8.68K 0.01% 560
2026
Q2 		$212K Sell
484
-10
-2% -$4.05K 0.01% 383
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

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Root Financial Partners's TPL Position: Q3 2026 in Review

Root Financial Partners reduced its Texas Pacific Land (TPL) stake by 4.8% in Q3 2026, selling an estimated $8.68K and leaving 461 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #560.

Root Financial Partners first reported a position in TPL in Q3 2025 and has held it in 5 quarters since. The position peaked at $234K in Q1 2026. 678 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • Root Financial Partners held 461 shares of Texas Pacific Land worth $150K as of Q3 2026.
  • Root Financial Partners sold 23 Texas Pacific Land shares in Q3 2026, an estimated $8.68K.
  • Texas Pacific Land made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #560 holding.
  • Root Financial Partners first reported a position in Texas Pacific Land in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Texas Pacific Land position peaked at $234K in Q1 2026.
  • 678 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.