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Covestor’s South Plains Financial SPFI Stock Holding History

Covestor’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
2025
Q2 		– Sell
-11
Closed – – 2719
2025
Q1 		$0 Sell
11
-18
-62% -$620 ﹤0.01% 2691
2024
Q4 		$1K Buy
29
+7
+32% +$254 ﹤0.01% 2133
2024
Q3 		$1K Sell
22
-3
-12% -$96 ﹤0.01% 2095
2024
Q2 		$1K Buy
25
+1
+4% +$26 ﹤0.01% 2119
2024
Q1 		$1K Buy
+24
New +$643 ﹤0.01% 2107
2023
Q3 		– Sell
-73
Closed -$1.89K – 2669
2023
Q2 		$2K Buy
73
+28
+62% +$607 ﹤0.01% 1866
2023
Q1 		$1K Buy
+45
New +$1.17K ﹤0.01% 1896
2022
Q4 		– Sell
-138
Closed -$4K – 2565
2022
Q3 		$4K Buy
+138
New +$3.6K ﹤0.01% 1577

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Covestor's SPFI Position: Q2 2025 in Review

Covestor sold out of South Plains Financial (SPFI) in Q2 2025, closing a stake of 11 shares.

Covestor first reported a position in SPFI in Q3 2022 and held it in 8 quarters. The position peaked at $4K in Q3 2022. 115 funds tracked by Wall St. Rank hold SPFI as of Q2 2025.

  • Covestor reported no remaining South Plains Financial position as of Q2 2025 after selling out during the quarter.
  • Covestor sold 11 South Plains Financial shares in Q2 2025.
  • Covestor first reported a position in South Plains Financial in Q3 2022 and held it in 8 quarters.
  • Covestor's South Plains Financial position peaked at $4K in Q3 2022.
  • 115 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.