IWA
SPFI icon

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

Icon 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 		$829K Hold
19,250
– – 0.05% 205
2026
Q1 		$782K Buy
+19,250
New +$795K 0.05% 201

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

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

Icon Wealth Advisors held its South Plains Financial (SPFI) position steady in Q2 2026 at 19,250 shares worth $829K. The position accounts for 0.05% of the portfolio, ranked #205.

Icon Wealth Advisors first reported a position in SPFI in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Icon Wealth Advisors held 19,250 shares of South Plains Financial worth $829K as of Q2 2026.
  • Icon Wealth Advisors left its South Plains Financial share count unchanged in Q2 2026.
  • South Plains Financial made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Icon Wealth Advisors first reported a position in South Plains Financial in Q1 2026 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.