Integrated Wealth Concepts’s South Plains Financial SPFI Stock Holding History

Integrated Wealth Concepts’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	$13.1K	Buy	+304	New	+$12.7K	﹤0.01%	4399

Other funds holding SPFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Integrated Wealth Concepts's SPFI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in South Plains Financial (SPFI) in Q2 2026: 304 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #4399 among its holdings.

157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Integrated Wealth Concepts held 304 shares of South Plains Financial worth $13.1K as of Q2 2026.
South Plains Financial was a new Integrated Wealth Concepts position in Q2 2026.
South Plains Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4399 holding.
157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.