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United Capital Financial Advisors’s Texas Pacific Land TPL Stock Holding History

United Capital Financial Advisors’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 		$525K Buy
1,200
+298
+33% +$121K ﹤0.01% 1091
2026
Q1 		$428K Buy
+902
New +$388K ﹤0.01% 1142
2024
Q4 		– Sell
-2,913
Closed -$859K – 1102
2024
Q3 		$859K Buy
2,913
+24
+0.8% +$6.59K 0.01% 580
2024
Q2 		$707K Sell
2,889
-99
-3% -$20.8K 0.01% 617
2024
Q1 		$576K Buy
2,988
+72
+2% +$12.4K ﹤0.01% 700
2023
Q4 		$509K Buy
2,916
+189
+7% +$35.9K ﹤0.01% 720
2023
Q3 		$553K Sell
2,727
-4,788
-64% -$903K ﹤0.01% 623
2023
Q2 		$1.1M Sell
7,515
-2,565
-25% -$411K 0.01% 534
2023
Q1 		$1.9M Sell
10,080
-69,336
-87% -$14.4M 0.01% 457
2022
Q4 		$20.7M Sell
79,416
-22,626
-22% -$6M 0.12% 170
2022
Q3 		$20.1M Sell
102,042
-7,416
-7% -$1.43M 0.12% 158
2022
Q2 		$18.1M Sell
109,458
-2,511
-2% -$411K 0.1% 187
2022
Q1 		$16.8M Sell
111,969
-189
-0.2% -$24.9K 0.08% 209
2021
Q4 		$15.6M Sell
112,158
-2,133
-2% -$297K 0.07% 230
2021
Q3 		$15.4M Hold
114,291
– – 0.08% 219
2021
Q2 		$20.3M Sell
114,291
-1,278
-1% -$223K 0.1% 189
2021
Q1 		$20.4M Buy
115,569
+22,806
+25% +$2.84M 0.11% 177
2020
Q4 		$7.49M Buy
92,763
+20,358
+28% +$1.29M 0.05% 293
2020
Q3 		$3.63M Sell
72,405
-6,696
-8% -$400K 0.02% 392
2020
Q2 		$5.23M Buy
79,101
+4,185
+6% +$257K 0.04% 350
2020
Q1 		$3.16M Sell
74,916
-711
-0.9% -$52.1K 0.03% 406
2019
Q4 		$6.57M Sell
75,627
-9
-0% -$658 0.04% 369
2019
Q3 		$5.46M Buy
75,636
+21,924
+41% +$1.71M 0.04% 387
2019
Q2 		$4.7M Buy
53,712
+7,317
+16% +$656K 0.03% 435
2019
Q1 		$3.99M Buy
46,395
+9,162
+25% +$716K 0.03% 453
2018
Q4 		$2.24M Buy
37,233
+7,227
+24% +$521K 0.02% 536
2018
Q3 		$2.88M Buy
30,006
+2,070
+7% +$184K 0.02% 537
2018
Q2 		$2.16M Buy
27,936
+4,320
+18% +$303K 0.02% 577
2018
Q1 		$1.33M Buy
23,616
+8,874
+60% +$508K 0.01% 699
2017
Q4 		$732K Buy
14,742
+2,034
+16% +$92.7K 0.01% 862
2017
Q3 		$571K Sell
12,708
-1,656
-12% -$66.2K ﹤0.01% 920
2017
Q2 		$469K Buy
14,364
+3,033
+27% +$98K ﹤0.01% 939
2017
Q1 		$352K Buy
11,331
+4,311
+61% +$145K ﹤0.01% 1001
2016
Q4 		$231K Buy
+7,020
New +$220K ﹤0.01% 1127

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

United Capital Financial Advisors's TPL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Texas Pacific Land (TPL) stake by 33% in Q2 2026, buying an estimated $121K and bringing the position to 1,200 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

United Capital Financial Advisors first reported a position in TPL in Q4 2016 and has held it in 34 quarters since. The position peaked at $20.7M in Q4 2022. 871 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • United Capital Financial Advisors held 1,200 shares of Texas Pacific Land worth $525K as of Q2 2026.
  • United Capital Financial Advisors bought 298 Texas Pacific Land shares in Q2 2026, an estimated $121K.
  • Texas Pacific Land made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1091 holding.
  • United Capital Financial Advisors first reported a position in Texas Pacific Land in Q4 2016 and has held it in 34 quarters since.
  • United Capital Financial Advisors's Texas Pacific Land position peaked at $20.7M in Q4 2022.
  • 871 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.