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
Q2 		$301K Sell
6,989
-722
-9% -$30.1K ﹤0.01% 5453
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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

LPL Financial's SPFI Position: Q2 2026 in Review

LPL Financial reduced its South Plains Financial (SPFI) stake by 9.4% in Q2 2026, selling an estimated $30.1K and leaving 6,989 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #5453.

LPL Financial first reported a position in SPFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q1 2026. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • LPL Financial held 6,989 shares of South Plains Financial worth $301K as of Q2 2026.
  • LPL Financial sold 722 South Plains Financial shares in Q2 2026, an estimated $30.1K.
  • South Plains Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5453 holding.
  • LPL Financial first reported a position in South Plains Financial in Q4 2025 and has held it in 3 quarters since.
  • LPL Financial's South Plains Financial position peaked at $323K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.