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 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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Arista Wealth Management's SPFI Position: Q2 2026 in Review

Arista Wealth Management held its South Plains Financial (SPFI) position steady in Q2 2026 at 12,172 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #162.

Arista Wealth Management first reported a position in SPFI in Q2 2023 and has held it in 13 quarters since. 15 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Arista Wealth Management held 12,172 shares of South Plains Financial worth $524K as of Q2 2026.
Arista Wealth Management left its South Plains Financial share count unchanged in Q2 2026.
South Plains Financial made up 0.06% of Arista Wealth Management's portfolio in Q2 2026, its #162 holding.
Arista Wealth Management first reported a position in South Plains Financial in Q2 2023 and has held it in 13 quarters since.
15 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.