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
Q1 		$782K Buy
+19,250
New +$795K 0.05% 201

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
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

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

Icon Wealth Advisors opened a new position in South Plains Financial (SPFI) in Q1 2026: 19,250 shares worth $782K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings.

143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • Icon Wealth Advisors held 19,250 shares of South Plains Financial worth $782K as of Q1 2026.
  • South Plains Financial was a new Icon Wealth Advisors position in Q1 2026.
  • South Plains Financial made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #201 holding.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.