Covestor
SPFI icon

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
2026
Q3 		$8K Buy
+202
New +$8.9K 0.01% 1674
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Covestor's SPFI Position: Q3 2026 in Review

Covestor opened a new position in South Plains Financial (SPFI) in Q3 2026: 202 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #1674 among its holdings. This is a return to the name: Covestor previously reported a position in SPFI as recently as Q1 2025.

Covestor first reported a position in SPFI in Q3 2022 and has held it in 9 quarters since. 124 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

  • Covestor held 202 shares of South Plains Financial worth $8K as of Q3 2026.
  • South Plains Financial was a new Covestor position in Q3 2026.
  • South Plains Financial made up 0.01% of Covestor's portfolio in Q3 2026, its #1674 holding.
  • Covestor first reported a position in South Plains Financial in Q3 2022 and has held it in 9 quarters since.
  • 124 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.