Planning Strategies Inc.’s Texas Pacific Land TPL Stock Holding History

Planning Strategies Inc.’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	$438	Buy	+1	New	+$405	﹤0.01%	882

Other funds holding TPL

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Planning Strategies Inc.'s TPL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Texas Pacific Land (TPL) in Q2 2026: 1 share worth $438. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings.

275 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Planning Strategies Inc. held 1 share of Texas Pacific Land worth $438 as of Q2 2026.
Texas Pacific Land was a new Planning Strategies Inc. position in Q2 2026.
Texas Pacific Land made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #882 holding.
275 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.