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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EverSource Wealth Advisors's SPFI Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its South Plains Financial (SPFI) stake by 18% in Q1 2026, selling an estimated $826 and leaving 92 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

EverSource Wealth Advisors first reported a position in SPFI in Q4 2022 and has held it in 6 quarters since. The position peaked at $10.7K in Q2 2025. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

EverSource Wealth Advisors held 92 shares of South Plains Financial worth $3.85K as of Q1 2026.
EverSource Wealth Advisors sold 20 South Plains Financial shares in Q1 2026, an estimated $826.
South Plains Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3383 holding.
EverSource Wealth Advisors first reported a position in South Plains Financial in Q4 2022 and has held it in 6 quarters since.
EverSource Wealth Advisors's South Plains Financial position peaked at $10.7K in Q2 2025.
143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.