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Advisor Group’s South Plains Financial SPFI Stock Holding History

Advisor Group’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$177K Buy
+8,490
New +$154K ﹤0.01% 2494
2019
Q3 		– Sell
-20,000
Closed -$330K – 5410
2019
Q2 		$330K Buy
+20,000
New +$353K ﹤0.01% 1919

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Advisor Group's SPFI Position: Q4 2019 in Review

Advisor Group opened a new position in South Plains Financial (SPFI) in Q4 2019: 8,490 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #2494 among its holdings. This is a return to the name: Advisor Group previously reported a position in SPFI as recently as Q2 2019.

Advisor Group first reported a position in SPFI in Q2 2019 and has held it in 2 quarters since. The position peaked at $330K in Q2 2019. 58 funds tracked by Wall St. Rank hold SPFI as of Q4 2019.

  • Advisor Group held 8,490 shares of South Plains Financial worth $177K as of Q4 2019.
  • South Plains Financial was a new Advisor Group position in Q4 2019.
  • South Plains Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2494 holding.
  • Advisor Group first reported a position in South Plains Financial in Q2 2019 and has held it in 2 quarters since.
  • Advisor Group's South Plains Financial position peaked at $330K in Q2 2019.
  • 58 funds tracked by Wall St. Rank held South Plains Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.