AF
SPFI icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Allworth Financial's SPFI Position: Q1 2026 in Review

Allworth Financial increased its South Plains Financial (SPFI) stake by 16% in Q1 2026, buying an estimated $991 and bringing the position to 170 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Allworth Financial first reported a position in SPFI in Q3 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • Allworth Financial held 170 shares of South Plains Financial worth $7.12K as of Q1 2026.
  • Allworth Financial bought 24 South Plains Financial shares in Q1 2026, an estimated $991.
  • South Plains Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3738 holding.
  • Allworth Financial first reported a position in South Plains Financial in Q3 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.