Western Financial Corp’s Texas Pacific Land TPL Stock Holding History

Western Financial Corp’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
2025 Q3	–	Sell	-2,925	Closed	-$1.03M	–	129
2025 Q2	$1.03M	Buy	2,925 +495	+20%	+$202K	0.55%	52
2025 Q1	$1.07M	Buy	2,430 +927	+62%	+$413K	0.62%	46
2024 Q4	$554K	Buy	+1,503	New	+$614K	0.3%	85

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Financial Corp's TPL Position: Q3 2025 in Review

Western Financial Corp sold out of Texas Pacific Land (TPL) in Q3 2025, closing a stake of 2,925 shares — an estimated $1.03M sold.

Western Financial Corp first reported a position in TPL in Q4 2024 and held it in 3 quarters. The position peaked at $1.07M in Q1 2025. 715 funds tracked by Wall St. Rank hold TPL as of Q3 2025.

Western Financial Corp reported no remaining Texas Pacific Land position as of Q3 2025 after selling out during the quarter.
Western Financial Corp sold 2,925 Texas Pacific Land shares in Q3 2025, an estimated $1.03M.
Western Financial Corp first reported a position in Texas Pacific Land in Q4 2024 and held it in 3 quarters.
Western Financial Corp's Texas Pacific Land position peaked at $1.07M in Q1 2025.
715 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2025.

Based on Western Financial Corp's 13F filing for Q3 2025, filed 21 Oct 2025.