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Bogart Wealth LLC’s South Plains Financial SPFI Stock Holding History

Bogart Wealth LLC’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 		$259 Hold
6
– – ﹤0.01% 1885
2026
Q1 		$251 Buy
+6
New +$248 ﹤0.01% 1686

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Acadian Asset Management
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American Century Companies
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Dimensional Fund Advisors
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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Bogart Wealth LLC's SPFI Position: Q2 2026 in Review

Bogart Wealth LLC held its South Plains Financial (SPFI) position steady in Q2 2026 at 6 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Bogart Wealth LLC first reported a position in SPFI in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Bogart Wealth LLC held 6 shares of South Plains Financial worth $259 as of Q2 2026.
  • Bogart Wealth LLC left its South Plains Financial share count unchanged in Q2 2026.
  • South Plains Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1885 holding.
  • Bogart Wealth LLC first reported a position in South Plains Financial in Q1 2026 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.