Bank of Montreal
SPFI icon

Bank of Montreal’s South Plains Financial SPFI Stock Holding History

Bank of Montreal’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
2023
Q3 		– Sell
-12,189
Closed -$298K – 4203
2023
Q2 		$298K Buy
+12,189
New +$264K ﹤0.01% 2952
2021
Q2 		– Sell
-316
Closed -$7K – 4794
2021
Q1 		$7K Sell
316
-1,340
-81% -$27.9K ﹤0.01% 4538
2020
Q4 		$33K Buy
1,656
+1,164
+237% +$19.4K ﹤0.01% 4168
2020
Q3 		$6K Sell
492
-370
-43% -$5.11K ﹤0.01% 4359
2020
Q2 		$11K Buy
+862
New +$11.3K ﹤0.01% 4135
2020
Q1 		– Sell
-1,273
Closed -$27K – 4649
2019
Q4 		$27K Buy
1,273
+963
+311% +$17.5K ﹤0.01% 4146
2019
Q3 		$5K Buy
310
+25
+9% +$420 ﹤0.01% 4559
2019
Q2 		$5K Buy
+285
New +$5.03K ﹤0.01% 4678

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
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Bank of Montreal's SPFI Position: Q3 2023 in Review

Bank of Montreal sold out of South Plains Financial (SPFI) in Q3 2023, closing a stake of 12,189 shares — an estimated $298K sold.

Bank of Montreal first reported a position in SPFI in Q2 2019 and held it in 8 quarters. The position peaked at $298K in Q2 2023. 79 funds tracked by Wall St. Rank hold SPFI as of Q3 2023.

  • Bank of Montreal reported no remaining South Plains Financial position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 12,189 South Plains Financial shares in Q3 2023, an estimated $298K.
  • Bank of Montreal first reported a position in South Plains Financial in Q2 2019 and held it in 8 quarters.
  • Bank of Montreal's South Plains Financial position peaked at $298K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.