First Trust Advisors’s South Plains Financial SPFI Stock Holding History

First Trust 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	$1.87M	Sell	44,606 -313	-0.7%	-$12.9K	﹤0.01%	1945
2025 Q4	$1.74M	Sell	44,919 -1,584	-3%	-$60.7K	﹤0.01%	1943
2025 Q3	$1.8M	Buy	46,503 +36,147	+349%	+$1.41M	﹤0.01%	1882
2025 Q2	$373K	Buy	10,356 +517	+5%	+$17.8K	﹤0.01%	2351
2025 Q1	$326K	Sell	9,839 -69	-0.7%	-$2.38K	﹤0.01%	2346
2024 Q4	$344K	Sell	9,908 -6	-0.1%	-$218	﹤0.01%	2347
2024 Q3	$336K	Sell	9,914 -29,054	-75%	-$928K	﹤0.01%	2252
2024 Q2	$1.05M	Sell	38,968 -2,610	-6%	-$68.7K	﹤0.01%	1932
2024 Q1	$1.11M	Buy	41,578 +438	+1%	+$11.7K	﹤0.01%	1956
2023 Q4	$1.19M	Buy	41,140 +2,684	+7%	+$73K	﹤0.01%	1926
2023 Q3	$1.02M	Buy	+38,456	New	+$996K	﹤0.01%	1962
2023 Q1	–	Sell	-13,871	Closed	-$382K	–	2465
2022 Q4	$382K	Buy	+13,871	New	+$413K	﹤0.01%	2264
2022 Q2	–	Sell	-9,060	Closed	-$241K	–	2599
2022 Q1	$241K	Buy	9,060 +805	+10%	+$22.8K	﹤0.01%	2429
2021 Q4	$230K	Buy	+8,255	New	+$215K	﹤0.01%	2443

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

First Trust Advisors's SPFI Position: Q1 2026 in Review

First Trust Advisors reduced its South Plains Financial (SPFI) stake by 0.7% in Q1 2026, selling an estimated $12.9K and leaving 44,606 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

First Trust Advisors first reported a position in SPFI in Q4 2021 and has held it in 14 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

First Trust Advisors held 44,606 shares of South Plains Financial worth $1.87M as of Q1 2026.
First Trust Advisors sold 313 South Plains Financial shares in Q1 2026, an estimated $12.9K.
South Plains Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1945 holding.
First Trust Advisors first reported a position in South Plains Financial in Q4 2021 and has held it in 14 quarters since.
143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.