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Sun Group Wealth Partners’s Texas Pacific Land TPL Stock Holding History

Sun Group Wealth 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
Q2 		$543K Sell
1,241
-108
-8% -$43.8K 0.37% 48
2026
Q1 		$640K Buy
1,349
+323
+31% +$139K 0.5% 36
2025
Q4 		$295K Buy
+1,026
New +$313K 0.24% 50

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

Sun Group Wealth Partners's TPL Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Texas Pacific Land (TPL) stake by 8% in Q2 2026, selling an estimated $43.8K and leaving 1,241 shares worth $543K. The position accounts for 0.37% of the portfolio, ranked #48.

Sun Group Wealth Partners first reported a position in TPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $640K in Q1 2026. 871 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Sun Group Wealth Partners held 1,241 shares of Texas Pacific Land worth $543K as of Q2 2026.
  • Sun Group Wealth Partners sold 108 Texas Pacific Land shares in Q2 2026, an estimated $43.8K.
  • Texas Pacific Land made up 0.37% of Sun Group Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Sun Group Wealth Partners first reported a position in Texas Pacific Land in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Texas Pacific Land position peaked at $640K in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.