AssetMark Inc’s South Plains Financial SPFI Stock Holding History

AssetMark Inc’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	$167	Buy	+4	New	+$176	﹤0.01%	3639

Other funds holding SPFI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $336M AUM 20.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

AssetMark Inc's SPFI Position: Q3 2026 in Review

AssetMark Inc opened a new position in South Plains Financial (SPFI) in Q3 2026: 4 shares worth $167. The stake represents ﹤0.01% of the portfolio and ranks #3639 among its holdings.

37 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

AssetMark Inc held 4 shares of South Plains Financial worth $167 as of Q3 2026.
South Plains Financial was a new AssetMark Inc position in Q3 2026.
South Plains Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3639 holding.
37 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.