SFP
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SwitchPoint Financial Planning’s Texas Pacific Land TPL Stock Holding History

SwitchPoint Financial Planning’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 		$498K Sell
1,137
-21
-2% -$8.51K 0.29% 44
2026
Q1 		$550K Buy
1,158
+25
+2% +$10.7K 0.37% 41
2025
Q4 		$325K Sell
1,133
-7
-0.6% -$2.14K 0.23% 46
2025
Q3 		$355K Buy
1,140
+3
+0.3% +$945 0.26% 44
2025
Q2 		$401K Buy
+1,137
New +$465K 0.33% 41

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

SwitchPoint Financial Planning's TPL Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its Texas Pacific Land (TPL) stake by 1.8% in Q2 2026, selling an estimated $8.51K and leaving 1,137 shares worth $498K. The position accounts for 0.29% of the portfolio, ranked #44.

SwitchPoint Financial Planning first reported a position in TPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $550K in Q1 2026. 873 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • SwitchPoint Financial Planning held 1,137 shares of Texas Pacific Land worth $498K as of Q2 2026.
  • SwitchPoint Financial Planning sold 21 Texas Pacific Land shares in Q2 2026, an estimated $8.51K.
  • Texas Pacific Land made up 0.29% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #44 holding.
  • SwitchPoint Financial Planning first reported a position in Texas Pacific Land in Q2 2025 and has held it in 5 quarters since.
  • SwitchPoint Financial Planning's Texas Pacific Land position peaked at $550K in Q1 2026.
  • 873 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.