Arista Wealth Management’s South Plains Financial SPFI Stock Holding History

Arista Wealth Management’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 Q3	–	Sell	-12,172	Closed	-$524K	–	291
2026 Q2	$524K	Hold	12,172	–	–	0.06%	162
2026 Q1	$510K	Hold	12,172	–	–	0.06%	158
2025 Q4	$472K	Hold	12,172	–	–	0.06%	143
2025 Q3	$470K	Hold	12,172	–	–	0.06%	152
2025 Q2	$439K	Hold	12,172	–	–	0.06%	157
2025 Q1	$403K	Hold	12,172	–	–	0.1%	44
2024 Q4	$423K	Hold	12,172	–	–	0.1%	44
2024 Q3	$413K	Hold	12,172	–	–	0.1%	44
2024 Q2	$329K	Hold	12,172	–	–	0.09%	49
2024 Q1	$326K	Hold	12,172	–	–	0.25%	28
2023 Q4	$353K	Hold	12,172	–	–	0.13%	36
2023 Q3	$322K	Hold	12,172	–	–	0.13%	40
2023 Q2	$274K	Buy	+12,172	New	+$264K	0.11%	50

Other funds holding SPFI

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Callahan Advisors Houston, Texas $1.32B AUM 23.87% 1-Year Est. Return

Arista Wealth Management's SPFI Position: Q3 2026 in Review

Arista Wealth Management sold out of South Plains Financial (SPFI) in Q3 2026, closing a stake of 12,172 shares — an estimated $524K sold.

Arista Wealth Management first reported a position in SPFI in Q2 2023 and held it in 13 quarters. The position peaked at $524K in Q2 2026. 75 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

Arista Wealth Management reported no remaining South Plains Financial position as of Q3 2026 after selling out during the quarter.
Arista Wealth Management sold 12,172 South Plains Financial shares in Q3 2026, an estimated $524K.
Arista Wealth Management first reported a position in South Plains Financial in Q2 2023 and held it in 13 quarters.
Arista Wealth Management's South Plains Financial position peaked at $524K in Q2 2026.
75 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on Arista Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.