TPCW
STR

TD Private Client Wealth’s Sitio Royalties STR Stock Holding History

TD Private Client Wealth’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35
Closed -$643 – 1566
2025
Q2 		$643 Sell
35
-47,063
-100% -$844K ﹤0.01% 1333
2025
Q1 		$936K Buy
47,098
+7,805
+20% +$158K 0.03% 360
2024
Q4 		$754K Buy
+39,293
New +$877K 0.02% 398
2024
Q1 		– Sell
-615
Closed -$14.5K – 1267
2023
Q4 		$14.5K Sell
615
-18,675
-97% -$434K ﹤0.01% 1000
2023
Q3 		$467K Sell
19,290
-4,715
-20% -$121K 0.02% 424
2023
Q2 		$631K Buy
24,005
+3,520
+17% +$90.1K 0.03% 411
2023
Q1 		$463K Sell
20,485
-2,569
-11% -$63.7K 0.02% 440
2022
Q4 		$665K Buy
+23,054
New +$668K 0.03% 383

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TD Private Client Wealth's STR Position: Q3 2025 in Review

TD Private Client Wealth sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 35 shares — an estimated $643 sold.

TD Private Client Wealth first reported a position in STR in Q4 2022 and held it in 8 quarters. The position peaked at $936K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • TD Private Client Wealth reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 35 Sitio Royalties shares in Q3 2025, an estimated $643.
  • TD Private Client Wealth first reported a position in Sitio Royalties in Q4 2022 and held it in 8 quarters.
  • TD Private Client Wealth's Sitio Royalties position peaked at $936K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on TD Private Client Wealth's 13F filing for Q3 2025, filed 27 Oct 2025.