IFP Advisors’s South Plains Financial SPFI Stock Holding History

IFP 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	$4.83K	Buy	112 +9	+9%	+$376	﹤0.01%	3818
2026 Q1	$4.32K	Sell	103 -1	-1%	-$41	﹤0.01%	3611
2025 Q4	$4.04K	Buy	104 +57	+121%	+$2.18K	﹤0.01%	3518
2025 Q3	$1.82K	Buy	47 +11	+31%	+$429	﹤0.01%	3739
2025 Q2	$1.73K	Buy	+36	New	+$1.24K	﹤0.01%	3962
2025 Q1	–	Sell	-1	Closed	-$35	–	4609
2024 Q4	$35	Buy	+1	New	+$36	﹤0.01%	4343
2022 Q4	–	Sell	-18	Closed	-$2K	–	4818
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	4404
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	4180
2022 Q1	$2K	Buy	+18	New	+$509	﹤0.01%	4178

Other funds holding SPFI

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

IFP Advisors's SPFI Position: Q2 2026 in Review

IFP Advisors increased its South Plains Financial (SPFI) stake by 8.7% in Q2 2026, buying an estimated $376 and bringing the position to 112 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

IFP Advisors first reported a position in SPFI in Q1 2022 and has held it in 9 quarters since. 15 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

IFP Advisors held 112 shares of South Plains Financial worth $4.83K as of Q2 2026.
IFP Advisors bought 9 South Plains Financial shares in Q2 2026, an estimated $376.
South Plains Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3818 holding.
IFP Advisors first reported a position in South Plains Financial in Q1 2022 and has held it in 9 quarters since.
15 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.