BWL
SPFI icon

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
Q1 		$251 Buy
+6
New +$248 ﹤0.01% 1686

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bogart Wealth LLC's SPFI Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in South Plains Financial (SPFI) in Q1 2026: 6 shares worth $251. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings.

143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • Bogart Wealth LLC held 6 shares of South Plains Financial worth $251 as of Q1 2026.
  • South Plains Financial was a new Bogart Wealth LLC position in Q1 2026.
  • South Plains Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1686 holding.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.