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Edge Capital Group’s South Plains Financial SPFI Stock Holding History

Edge Capital Group’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
2023
Q1 		– Sell
-34,740
Closed -$956K – 424
2022
Q4 		$956K Buy
+34,740
New +$1.03M 0.07% 144
2022
Q2 		– Sell
-34,740
Closed -$923K – 370
2022
Q1 		$923K Hold
34,740
– – 0.06% 153
2021
Q4 		$966K Hold
34,740
– – 0.07% 150
2021
Q3 		$847K Hold
34,740
– – 0.07% 148
2021
Q2 		$804K Hold
34,740
– – 0.06% 151
2021
Q1 		$789K Hold
34,740
– – 0.07% 145
2020
Q4 		$658K Hold
34,740
– – 0.06% 153
2020
Q3 		$431K Buy
+34,740
New +$480K 0.04% 167

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
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Edge Capital Group's SPFI Position: Q1 2023 in Review

Edge Capital Group sold out of South Plains Financial (SPFI) in Q1 2023, closing a stake of 34,740 shares — an estimated $956K sold.

Edge Capital Group first reported a position in SPFI in Q3 2020 and held it in 8 quarters. The position peaked at $966K in Q4 2021. 75 funds tracked by Wall St. Rank hold SPFI as of Q1 2023.

  • Edge Capital Group reported no remaining South Plains Financial position as of Q1 2023 after selling out during the quarter.
  • Edge Capital Group sold 34,740 South Plains Financial shares in Q1 2023, an estimated $956K.
  • Edge Capital Group first reported a position in South Plains Financial in Q3 2020 and held it in 8 quarters.
  • Edge Capital Group's South Plains Financial position peaked at $966K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2023.

Based on Edge Capital Group's 13F filing for Q1 2023, filed 4 May 2023.