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 Q2	$1.53M	Sell	35,475 -14,172	-29%	-$591K	0.01%	644
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 $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

Jacobs Levy Equity Management's SPFI Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its South Plains Financial (SPFI) stake by 29% in Q2 2026, selling an estimated $591K and leaving 35,475 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #644.

Jacobs Levy Equity Management first reported a position in SPFI in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.08M in Q1 2026. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Jacobs Levy Equity Management held 35,475 shares of South Plains Financial worth $1.53M as of Q2 2026.
Jacobs Levy Equity Management sold 14,172 South Plains Financial shares in Q2 2026, an estimated $591K.
South Plains Financial made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #644 holding.
Jacobs Levy Equity Management first reported a position in South Plains Financial in Q4 2019 and has held it in 24 quarters since.
Jacobs Levy Equity Management's South Plains Financial position peaked at $2.08M in Q1 2026.
157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.