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Legacy Wealth Management (Mississippi)’s South Plains Financial SPFI Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$1.66M Buy
+38,500
New +$1.61M 0.43% 38

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SM
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SPFI Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) opened a new position in South Plains Financial (SPFI) in Q2 2026: 38,500 shares worth $1.66M. The stake represents 0.43% of the portfolio and ranks #38 among its holdings.

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

  • Legacy Wealth Management (Mississippi) held 38,500 shares of South Plains Financial worth $1.66M as of Q2 2026.
  • South Plains Financial was a new Legacy Wealth Management (Mississippi) position in Q2 2026.
  • South Plains Financial made up 0.43% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #38 holding.
  • 18 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.