Y-Intercept (HK)’s Texas Pacific Land TPL Stock Holding History

Y-Intercept (HK)’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	$1.12M	Buy	+2,561	New	+$1.04M	0.02%	1000
2025 Q1	–	Sell	-10,599	Closed	-$3.91M	–	1613
2024 Q4	$3.91M	Buy	+10,599	New	+$4.33M	0.26%	82
2023 Q3	–	Sell	-6,345	Closed	-$928K	–	1603
2023 Q2	$928K	Buy	+6,345	New	+$1.02M	0.1%	321
2023 Q1	–	Sell	-4,941	Closed	-$1.29M	–	1536
2022 Q4	$1.29M	Buy	+4,941	New	+$1.31M	0.19%	136

Other funds holding TPL

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

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

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return