Allworth Financial’s South Plains Financial SPFI Stock Holding History

Allworth Financial’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
2026 Q2	$6.81K	Sell	158 -12	-7%	-$501	﹤0.01%	3954
2026 Q1	$7.12K	Buy	170 +24	+16%	+$991	﹤0.01%	3738
2025 Q4	$5.67K	Buy	146 +66	+83%	+$2.53K	﹤0.01%	3632
2025 Q3	$3.09K	Buy	80 +6	+8%	+$234	﹤0.01%	3805
2025 Q2	$2.67K	Buy	74 +46	+164%	+$1.58K	﹤0.01%	3581
2025 Q1	$931	Buy	28 +23	+460%	+$792	﹤0.01%	3493
2024 Q4	$174	Sell	5 -4	-44%	-$145	﹤0.01%	3809
2024 Q3	$306	Buy	+9	New	+$287	﹤0.01%	3522

Other funds holding SPFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Allworth Financial's SPFI Position: Q2 2026 in Review

Allworth Financial reduced its South Plains Financial (SPFI) stake by 7.1% in Q2 2026, selling an estimated $501 and leaving 158 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3954.

Allworth Financial first reported a position in SPFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.12K in Q1 2026. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Allworth Financial held 158 shares of South Plains Financial worth $6.81K as of Q2 2026.
Allworth Financial sold 12 South Plains Financial shares in Q2 2026, an estimated $501.
South Plains Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3954 holding.
Allworth Financial first reported a position in South Plains Financial in Q3 2024 and has held it in 8 quarters since.
Allworth Financial's South Plains Financial position peaked at $7.12K in Q1 2026.
157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.