Diversified Trust’s South Plains Financial SPFI Stock Holding History

Diversified Trust’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	$206K	Buy	+4,928	New	+$217K	﹤0.01%	970

Other funds holding SPFI

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Diversified Trust's SPFI Position: Q3 2026 in Review

Diversified Trust opened a new position in South Plains Financial (SPFI) in Q3 2026: 4,928 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

55 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

Diversified Trust held 4,928 shares of South Plains Financial worth $206K as of Q3 2026.
South Plains Financial was a new Diversified Trust position in Q3 2026.
South Plains Financial made up ﹤0.01% of Diversified Trust's portfolio in Q3 2026, its #970 holding.
55 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.