Corient Private Wealth’s South Plains Financial SPFI Stock Holding History

Corient Private Wealth’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	$3.35M	Buy	+77,666	New	+$3.24M	﹤0.01%	1070

Other funds holding SPFI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Corient Private Wealth's SPFI Position: Q2 2026 in Review

Corient Private Wealth opened a new position in South Plains Financial (SPFI) in Q2 2026: 77,666 shares worth $3.35M. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings.

157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Corient Private Wealth held 77,666 shares of South Plains Financial worth $3.35M as of Q2 2026.
South Plains Financial was a new Corient Private Wealth position in Q2 2026.
South Plains Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1070 holding.
157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.