LPL Financial
SPFI icon

LPL Financial’s South Plains Financial SPFI Stock Holding History

LPL Financial’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 		$323K Buy
7,711
+498
+7% +$20.6K ﹤0.01% 5140
2025
Q4 		$280K Buy
+7,213
New +$276K ﹤0.01% 5196

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
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

LPL Financial's SPFI Position: Q1 2026 in Review

LPL Financial increased its South Plains Financial (SPFI) stake by 6.9% in Q1 2026, buying an estimated $20.6K and bringing the position to 7,711 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #5140.

LPL Financial first reported a position in SPFI in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • LPL Financial held 7,711 shares of South Plains Financial worth $323K as of Q1 2026.
  • LPL Financial bought 498 South Plains Financial shares in Q1 2026, an estimated $20.6K.
  • South Plains Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5140 holding.
  • LPL Financial first reported a position in South Plains Financial in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.