Bank of New York Mellon’s South Plains Financial SPFI Stock Holding History

Bank of New York Mellon’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	$2.75M	Buy	63,943 +8,884	+16%	+$371K	﹤0.01%	2764
2026 Q1	$2.31M	Buy	55,059 +1,072	+2%	+$44.3K	﹤0.01%	2731
2025 Q4	$2.09M	Sell	53,987 -2,595	-5%	-$99.4K	﹤0.01%	2801
2025 Q3	$2.19M	Buy	56,582 +2,590	+5%	+$101K	﹤0.01%	2752
2025 Q2	$1.95M	Buy	53,992 +1,945	+4%	+$66.9K	﹤0.01%	2768
2025 Q1	$1.72M	Sell	52,047 -514	-1%	-$17.7K	﹤0.01%	2765
2024 Q4	$1.83M	Sell	52,561 -1,530	-3%	-$55.5K	﹤0.01%	2793
2024 Q3	$1.83M	Sell	54,091 -9,371	-15%	-$299K	﹤0.01%	2797
2024 Q2	$1.71M	Buy	63,462 +4,787	+8%	+$126K	﹤0.01%	2884
2024 Q1	$1.57M	Sell	58,675 -3,666	-6%	-$98.3K	﹤0.01%	2901
2023 Q4	$1.81M	Buy	62,341 +1,184	+2%	+$32.2K	﹤0.01%	2885
2023 Q3	$1.62M	Sell	61,157 -572	-0.9%	-$14.8K	﹤0.01%	2924
2023 Q2	$1.39M	Buy	61,729 +4,078	+7%	+$88.4K	﹤0.01%	3032
2023 Q1	$1.23M	Sell	57,651 -436	-0.8%	-$11.4K	﹤0.01%	3052
2022 Q4	$1.6M	Buy	58,087 +836	+1%	+$24.9K	﹤0.01%	2963
2022 Q3	$1.58M	Buy	57,251 +5,457	+11%	+$142K	﹤0.01%	2982
2022 Q2	$1.25M	Sell	51,794 -5,962	-10%	-$146K	﹤0.01%	3101
2022 Q1	$1.54M	Buy	57,756 +395	+0.7%	+$11.2K	﹤0.01%	3077
2021 Q4	$1.59M	Buy	57,361 +9,476	+20%	+$247K	﹤0.01%	3130
2021 Q3	$1.17M	Buy	47,885 +2,238	+5%	+$52K	﹤0.01%	3305
2021 Q2	$1.06M	Sell	45,647 -625	-1%	-$14.3K	﹤0.01%	3382
2021 Q1	$1.05M	Buy	46,272 +994	+2%	+$20.7K	﹤0.01%	3304
2020 Q4	$858K	Buy	45,278 +6,872	+18%	+$114K	﹤0.01%	3341
2020 Q3	$476K	Buy	38,406 +2,939	+8%	+$40.6K	﹤0.01%	3518
2020 Q2	$505K	Buy	35,467 +2,174	+7%	+$28.4K	﹤0.01%	3469
2020 Q1	$516K	Buy	33,293 +13,055	+65%	+$251K	﹤0.01%	3351
2019 Q4	$422K	Buy	+20,238	New	+$367K	﹤0.01%	3672

Other funds holding SPFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PCM

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

VWM

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

Bank of New York Mellon's SPFI Position: Q2 2026 in Review

Bank of New York Mellon increased its South Plains Financial (SPFI) stake by 16% in Q2 2026, buying an estimated $371K and bringing the position to 63,943 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Bank of New York Mellon first reported a position in SPFI in Q4 2019 and has held it in 27 quarters since. 63 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Bank of New York Mellon held 63,943 shares of South Plains Financial worth $2.75M as of Q2 2026.
Bank of New York Mellon bought 8,884 South Plains Financial shares in Q2 2026, an estimated $371K.
South Plains Financial made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2764 holding.
Bank of New York Mellon first reported a position in South Plains Financial in Q4 2019 and has held it in 27 quarters since.
63 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.