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Essential Partners’s South Plains Financial SPFI Stock Holding History

Essential Partners’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 		$2.41K Sell
56
-30
-35% -$1.25K ﹤0.01% 1897
2026
Q1 		$3.6K Hold
86
– – ﹤0.01% 1743
2025
Q4 		$3.34K Buy
86
+16
+23% +$613 ﹤0.01% 1597
2025
Q3 		$2.71K Buy
70
+31
+79% +$1.21K ﹤0.01% 1687
2025
Q2 		$1.41K Buy
+39
New +$1.34K ﹤0.01% 1418

Other funds holding SPFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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

Essential Partners's SPFI Position: Q2 2026 in Review

Essential Partners reduced its South Plains Financial (SPFI) stake by 35% in Q2 2026, selling an estimated $1.25K and leaving 56 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Essential Partners first reported a position in SPFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.6K in Q1 2026. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Essential Partners held 56 shares of South Plains Financial worth $2.41K as of Q2 2026.
  • Essential Partners sold 30 South Plains Financial shares in Q2 2026, an estimated $1.25K.
  • South Plains Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1897 holding.
  • Essential Partners first reported a position in South Plains Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's South Plains Financial position peaked at $3.6K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.