Morgan Stanley
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Morgan Stanley’s South Plains Financial SPFI Stock Holding History

Morgan Stanley’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 		$2.73M Buy
65,042
+2,985
+5% +$123K ﹤0.01% 4542
2025
Q4 		$2.41M Buy
62,057
+24,508
+65% +$938K ﹤0.01% 4678
2025
Q3 		$1.45M Sell
37,549
-684
-2% -$26.7K ﹤0.01% 4963
2025
Q2 		$1.38M Sell
38,233
-15,832
-29% -$545K ﹤0.01% 4934
2025
Q1 		$1.79M Sell
54,065
-4,048
-7% -$139K ﹤0.01% 4678
2024
Q4 		$2.02M Sell
58,113
-624
-1% -$22.6K ﹤0.01% 4686
2024
Q3 		$1.99M Buy
58,737
+26,044
+80% +$831K ﹤0.01% 4656
2024
Q2 		$883K Sell
32,693
-1,581
-5% -$41.6K ﹤0.01% 5035
2024
Q1 		$917K Sell
34,274
-46,436
-58% -$1.24M ﹤0.01% 4998
2023
Q4 		$2.34M Buy
80,710
+56,796
+238% +$1.54M ﹤0.01% 4834
2023
Q3 		$632K Sell
23,914
-14,838
-38% -$384K ﹤0.01% 5060
2023
Q2 		$872K Buy
38,752
+4,847
+14% +$105K ﹤0.01% 4915
2023
Q1 		$726K Buy
33,905
+2,412
+8% +$62.9K ﹤0.01% 5049
2022
Q4 		$867K Sell
31,493
-10,921
-26% -$325K ﹤0.01% 4941
2022
Q3 		$1.17M Buy
42,414
+3,556
+9% +$92.7K ﹤0.01% 4791
2022
Q2 		$937K Buy
38,858
+13,848
+55% +$339K ﹤0.01% 5052
2022
Q1 		$665K Buy
25,010
+1,581
+7% +$44.7K ﹤0.01% 5231
2021
Q4 		$651K Buy
23,429
+1,021
+5% +$26.6K ﹤0.01% 5389
2021
Q3 		$546K Buy
22,408
+477
+2% +$11.1K ﹤0.01% 5436
2021
Q2 		$507K Sell
21,931
-1,601
-7% -$36.7K ﹤0.01% 5514
2021
Q1 		$534K Sell
23,532
-7,760
-25% -$162K ﹤0.01% 5115
2020
Q4 		$593K Buy
31,292
+9,795
+46% +$163K ﹤0.01% 4970
2020
Q3 		$266K Sell
21,497
-2,260
-10% -$31.2K ﹤0.01% 4959
2020
Q2 		$339K Buy
23,757
+3,229
+16% +$42.2K ﹤0.01% 4802
2020
Q1 		$318K Sell
20,528
-12,666
-38% -$243K ﹤0.01% 4632
2019
Q4 		$692K Buy
33,194
+15,065
+83% +$274K ﹤0.01% 4751
2019
Q3 		$295K Buy
18,129
+15,896
+712% +$267K ﹤0.01% 4943
2019
Q2 		$37K Buy
+2,233
New +$39.4K ﹤0.01% 5726

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

Morgan Stanley's SPFI Position: Q1 2026 in Review

Morgan Stanley increased its South Plains Financial (SPFI) stake by 4.8% in Q1 2026, buying an estimated $123K and bringing the position to 65,042 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #4542.

Morgan Stanley first reported a position in SPFI in Q2 2019 and has held it in 28 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • Morgan Stanley held 65,042 shares of South Plains Financial worth $2.73M as of Q1 2026.
  • Morgan Stanley bought 2,985 South Plains Financial shares in Q1 2026, an estimated $123K.
  • South Plains Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4542 holding.
  • Morgan Stanley first reported a position in South Plains Financial in Q2 2019 and has held it in 28 quarters since.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.