Stifel Financial’s LandBridge Co LB Stock Holding History

Stifel Financial’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	$622K	Sell	7,846 -229	-3%	-$15.7K	﹤0.01%	2837
2026 Q1	$558K	Buy	8,075 +1,767	+28%	+$112K	﹤0.01%	2814
2025 Q4	$309K	Sell	6,308 -6,521	-51%	-$379K	﹤0.01%	3133
2025 Q3	$684K	Buy	12,829 +6,821	+114%	+$376K	﹤0.01%	2617
2025 Q2	$406K	Buy	6,008 +1,975	+49%	+$142K	﹤0.01%	2885
2025 Q1	$290K	Buy	+4,033	New	+$285K	﹤0.01%	2987

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's LB Position: Q2 2026 in Review

Stifel Financial reduced its LandBridge Co (LB) stake by 2.8% in Q2 2026, selling an estimated $15.7K and leaving 7,846 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

Stifel Financial first reported a position in LB in Q1 2025 and has held it in 6 quarters since. The position peaked at $684K in Q3 2025. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Stifel Financial held 7,846 shares of LandBridge Co worth $622K as of Q2 2026.
Stifel Financial sold 229 LandBridge Co shares in Q2 2026, an estimated $15.7K.
LandBridge Co made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2837 holding.
Stifel Financial first reported a position in LandBridge Co in Q1 2025 and has held it in 6 quarters since.
Stifel Financial's LandBridge Co position peaked at $684K in Q3 2025.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.