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SPFI icon

Bailard’s South Plains Financial SPFI Stock Holding History

Bailard’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
Q3 		– Sell
-17,900
Closed -$645K – 870
2025
Q2 		$645K Sell
17,900
-700
-4% -$24.1K 0.02% 431
2025
Q1 		$616K Buy
+18,600
New +$640K 0.02% 416
2023
Q4 		– Sell
-20,727
Closed -$548K – 807
2023
Q3 		$548K Hold
20,727
– – 0.02% 395
2023
Q2 		$467K Buy
20,727
+7,700
+59% +$167K 0.02% 417
2023
Q1 		$279K Sell
13,027
-4,200
-24% -$109K 0.01% 523
2022
Q4 		$474K Buy
17,227
+9,727
+130% +$289K 0.02% 414
2022
Q3 		$207K Buy
+7,500
New +$196K 0.01% 593

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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 $1.22B AUM 26.01% 1-Year Est. Return

Bailard's SPFI Position: Q3 2025 in Review

Bailard sold out of South Plains Financial (SPFI) in Q3 2025, closing a stake of 17,900 shares — an estimated $645K sold.

Bailard first reported a position in SPFI in Q3 2022 and held it in 7 quarters. The position peaked at $645K in Q2 2025. 119 funds tracked by Wall St. Rank hold SPFI as of Q3 2025.

  • Bailard reported no remaining South Plains Financial position as of Q3 2025 after selling out during the quarter.
  • Bailard sold 17,900 South Plains Financial shares in Q3 2025, an estimated $645K.
  • Bailard first reported a position in South Plains Financial in Q3 2022 and held it in 7 quarters.
  • Bailard's South Plains Financial position peaked at $645K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.