EverSource Wealth Advisors’s South Plains Financial SPFI Stock Holding History

EverSource Wealth Advisors’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	$3.58K	Sell	83 -9	-10%	-$376	﹤0.01%	3454
2026 Q1	$3.85K	Sell	92 -20	-18%	-$826	﹤0.01%	3383
2025 Q4	$4.34K	Sell	112 -32	-22%	-$1.23K	﹤0.01%	3175
2025 Q3	$5.57K	Sell	144 -154	-52%	-$6.01K	﹤0.01%	3112
2025 Q2	$10.7K	Buy	298 +286	+2,383%	+$9.84K	﹤0.01%	2763
2025 Q1	$397	Buy	+12	New	+$413	﹤0.01%	3534
2023 Q1	–	Sell	-30	Closed	-$826	–	2520
2022 Q4	$826	Buy	+30	New	+$892	﹤0.01%	2140

Other funds holding SPFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EverSource Wealth Advisors's SPFI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its South Plains Financial (SPFI) stake by 9.8% in Q2 2026, selling an estimated $376 and leaving 83 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3454.

EverSource Wealth Advisors first reported a position in SPFI in Q4 2022 and has held it in 7 quarters since. The position peaked at $10.7K in Q2 2025. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

EverSource Wealth Advisors held 83 shares of South Plains Financial worth $3.58K as of Q2 2026.
EverSource Wealth Advisors sold 9 South Plains Financial shares in Q2 2026, an estimated $376.
South Plains Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3454 holding.
EverSource Wealth Advisors first reported a position in South Plains Financial in Q4 2022 and has held it in 7 quarters since.
EverSource Wealth Advisors's South Plains Financial position peaked at $10.7K in Q2 2025.
157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.