Clearstead Advisors’s South Plains Financial SPFI Stock Holding History

Clearstead Advisors’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	–	Sell	-2	Closed	-$78	–	2786
2025 Q4	$78	Buy	+2	New	+$77	﹤0.01%	2557

Other funds holding SPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clearstead Advisors's SPFI Position: Q1 2026 in Review

Clearstead Advisors sold out of South Plains Financial (SPFI) in Q1 2026, closing a stake of 2 shares — an estimated $78 sold.

Clearstead Advisors first reported a position in SPFI in Q4 2025 and held it in 1 quarter. The position peaked at $78 in Q4 2025. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

Clearstead Advisors reported no remaining South Plains Financial position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 2 South Plains Financial shares in Q1 2026, an estimated $78.
Clearstead Advisors first reported a position in South Plains Financial in Q4 2025 and held it in 1 quarter.
Clearstead Advisors's South Plains Financial position peaked at $78 in Q4 2025.
143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.