Ken Fisher
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Ken Fisher’s South Plains Financial SPFI Stock Holding History

Ken Fisher’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 		$1.86M Buy
43,254
+11,710
+37% +$489K ﹤0.01% 609
2026
Q1 		$1.32M Buy
+31,544
New +$1.3M ﹤0.01% 648

Other funds holding SPFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Ken Fisher's SPFI Position: Q2 2026 in Review

Ken Fisher increased its South Plains Financial (SPFI) stake by 37% in Q2 2026, buying an estimated $489K and bringing the position to 43,254 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Ken Fisher first reported a position in SPFI in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Ken Fisher held 43,254 shares of South Plains Financial worth $1.86M as of Q2 2026.
  • Ken Fisher bought 11,710 South Plains Financial shares in Q2 2026, an estimated $489K.
  • South Plains Financial made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #609 holding.
  • Ken Fisher first reported a position in South Plains Financial in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.