MassMutual Private Wealth & Trust’s South Plains Financial SPFI Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$17.7K	Hold	424	–	–	﹤0.01%	1119
2026 Q2	$18.3K	Hold	424	–	–	﹤0.01%	1143
2026 Q1	$17.8K	Hold	424	–	–	﹤0.01%	1132
2025 Q4	$16.5K	Hold	424	–	–	﹤0.01%	1197
2025 Q3	$16.4K	Hold	424	–	–	﹤0.01%	1203
2025 Q2	$15.3K	Hold	424	–	–	﹤0.01%	1210
2025 Q1	$14K	Hold	424	–	–	﹤0.01%	1168
2024 Q4	$14.7K	Hold	424	–	–	﹤0.01%	1119
2024 Q3	$14.4K	Hold	424	–	–	﹤0.01%	1012
2024 Q2	$11.4K	Buy	424 +414	+4,140%	+$10.9K	﹤0.01%	1048
2024 Q1	$268	Buy	+10	New	+$268	﹤0.01%	1957

Other funds holding SPFI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPFI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its South Plains Financial (SPFI) position steady in Q3 2026 at 424 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

MassMutual Private Wealth & Trust first reported a position in SPFI in Q1 2024 and has held it in 11 quarters since. The position peaked at $18.3K in Q2 2026. 92 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

MassMutual Private Wealth & Trust held 424 shares of South Plains Financial worth $17.7K as of Q3 2026.
MassMutual Private Wealth & Trust left its South Plains Financial share count unchanged in Q3 2026.
South Plains Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1119 holding.
MassMutual Private Wealth & Trust first reported a position in South Plains Financial in Q1 2024 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's South Plains Financial position peaked at $18.3K in Q2 2026.
92 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.