Avion Wealth’s South Plains Financial SPFI Stock Holding History

Avion Wealth’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
2025 Q2	–	Sell	-8	Closed	–	–	1580
2025 Q1	$0	Buy	+8	New	+$275	﹤0.01%	1339

Other funds holding SPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Avion Wealth's SPFI Position: Q2 2025 in Review

Avion Wealth sold out of South Plains Financial (SPFI) in Q2 2025, closing a stake of 8 shares.

Avion Wealth first reported a position in SPFI in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 115 funds tracked by Wall St. Rank hold SPFI as of Q2 2025.

Avion Wealth reported no remaining South Plains Financial position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 8 South Plains Financial shares in Q2 2025.
Avion Wealth first reported a position in South Plains Financial in Q1 2025 and held it in 1 quarter.
Avion Wealth's South Plains Financial position peaked at $0 in Q1 2025.
115 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.