SSG
LB

Summit Securities Group’s LandBridge Co LB Stock Holding History

Summit Securities Group’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
-3,031
Closed -$209K – 1407
2026
Q1 		$209K Buy
+3,031
New +$193K 0.03% 226

Other funds holding LB

First Manhattan
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
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

Summit Securities Group's LB Position: Q2 2026 in Review

Summit Securities Group sold out of LandBridge Co (LB) in Q2 2026, closing a stake of 3,031 shares — an estimated $209K sold.

Summit Securities Group first reported a position in LB in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Summit Securities Group reported no remaining LandBridge Co position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 3,031 LandBridge Co shares in Q2 2026, an estimated $209K.
  • Summit Securities Group first reported a position in LandBridge Co in Q1 2026 and held it in 1 quarter.
  • Summit Securities Group's LandBridge Co position peaked at $209K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.