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Summit Financial’s Texas Pacific Land TPL Stock Holding History

Summit Financial’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 		– Sell
-716
Closed -$340K – 1630
2026
Q1 		$340K Buy
+716
New +$308K ﹤0.01% 1136
2025
Q4 		– Sell
-1,680
Closed -$523K – 1328
2025
Q3 		$523K Hold
1,680
– – 0.01% 871
2025
Q2 		$592K Buy
+1,680
New +$687K 0.01% 538

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Financial's TPL Position: Q2 2026 in Review

Summit Financial sold out of Texas Pacific Land (TPL) in Q2 2026, closing a stake of 716 shares — an estimated $340K sold.

Summit Financial first reported a position in TPL in Q2 2025 and held it in 3 quarters. The position peaked at $592K in Q2 2025. 873 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Summit Financial reported no remaining Texas Pacific Land position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 716 Texas Pacific Land shares in Q2 2026, an estimated $340K.
  • Summit Financial first reported a position in Texas Pacific Land in Q2 2025 and held it in 3 quarters.
  • Summit Financial's Texas Pacific Land position peaked at $592K in Q2 2025.
  • 873 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

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