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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
Q3 		$2.42K Buy
58
+2
+4% +$88 ﹤0.01% 1854
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners's SPFI Position: Q3 2026 in Review

Essential Partners increased its South Plains Financial (SPFI) stake by 3.6% in Q3 2026, buying an estimated $88 and bringing the position to 58 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Essential Partners first reported a position in SPFI in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.6K in Q1 2026. 15 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

  • Essential Partners held 58 shares of South Plains Financial worth $2.42K as of Q3 2026.
  • Essential Partners bought 2 South Plains Financial shares in Q3 2026, an estimated $88.
  • South Plains Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1854 holding.
  • Essential Partners first reported a position in South Plains Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's South Plains Financial position peaked at $3.6K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.