Jacobs Levy Equity Management’s South Plains Financial SPFI Stock Holding History

Jacobs Levy Equity Management’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	$2.08M	Buy	49,647 +11,804	+31%	+$487K	0.01%	583
2025 Q4	$1.47M	Sell	37,843 -2,807	-7%	-$107K	0.01%	629
2025 Q3	$1.57M	Sell	40,650 -2,589	-6%	-$101K	0.01%	635
2025 Q2	$1.56M	Buy	43,239 +7,705	+22%	+$265K	0.01%	674
2025 Q1	$1.18M	Sell	35,534 -16,523	-32%	-$569K	﹤0.01%	780
2024 Q4	$1.81M	Buy	52,057 +4,398	+9%	+$160K	0.01%	609
2024 Q3	$1.62M	Buy	47,659 +20,756	+77%	+$663K	0.01%	643
2024 Q2	$726K	Buy	26,903 +1,556	+6%	+$40.9K	﹤0.01%	793
2024 Q1	$678K	Sell	25,347 -288	-1%	-$7.72K	﹤0.01%	775
2023 Q4	$742K	Sell	25,635 -103	-0.4%	-$2.8K	﹤0.01%	772
2023 Q3	$681K	Sell	25,738 -3,967	-13%	-$103K	﹤0.01%	743
2023 Q2	$669K	Sell	29,705 -17,954	-38%	-$389K	﹤0.01%	769
2023 Q1	$1.02M	Buy	47,659 +2,160	+5%	+$56.3K	0.01%	694
2022 Q4	$1.25M	Buy	45,499 +17,413	+62%	+$518K	0.01%	644
2022 Q3	$774K	Sell	28,086 -87	-0.3%	-$2.27K	0.01%	764
2022 Q2	$680K	Sell	28,173 -3,899	-12%	-$95.3K	0.01%	814
2022 Q1	$852K	Sell	32,072 -30	-0.1%	-$849	0.01%	783
2021 Q4	$893K	Sell	32,102 -706	-2%	-$18.4K	0.01%	758
2021 Q3	$800K	Buy	32,808 +16,811	+105%	+$391K	0.01%	797
2021 Q2	$370K	Buy	+15,997	New	+$367K	﹤0.01%	909
2020 Q3	–	Sell	-13,419	Closed	-$191K	–	1100
2020 Q2	$191K	Buy	13,419 +111	+0.8%	+$1.45K	﹤0.01%	959
2020 Q1	$206K	Buy	13,308 +336	+3%	+$6.45K	﹤0.01%	882
2019 Q4	$271K	Buy	+12,972	New	+$236K	﹤0.01%	876

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

Jacobs Levy Equity Management's SPFI Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its South Plains Financial (SPFI) stake by 31% in Q1 2026, buying an estimated $487K and bringing the position to 49,647 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #583.

Jacobs Levy Equity Management first reported a position in SPFI in Q4 2019 and has held it in 23 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

Jacobs Levy Equity Management held 49,647 shares of South Plains Financial worth $2.08M as of Q1 2026.
Jacobs Levy Equity Management bought 11,804 South Plains Financial shares in Q1 2026, an estimated $487K.
South Plains Financial made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #583 holding.
Jacobs Levy Equity Management first reported a position in South Plains Financial in Q4 2019 and has held it in 23 quarters since.
143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.