Osaic Holdings
SPFI icon

Osaic Holdings’s South Plains Financial SPFI Stock Holding History

Osaic Holdings’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 		$603 Hold
14
– – ﹤0.01% 7613
2026
Q1 		$587 Hold
14
– – ﹤0.01% 7401
2025
Q4 		$543 Hold
14
– – ﹤0.01% 7423
2025
Q3 		$541 Buy
14
+2
+17% +$78 ﹤0.01% 7526
2025
Q2 		$432 Buy
+12
New +$413 ﹤0.01% 7377
2025
Q1 		– Sell
-2
Closed -$70 – 7687
2024
Q4 		$70 Hold
2
– – ﹤0.01% 7269
2024
Q3 		$68 Buy
+2
New +$64 ﹤0.01% 7275
2024
Q1 		– Sell
-8
Closed -$222 – 7389
2023
Q4 		$222 Buy
8
+4
+100% +$109 ﹤0.01% 7028
2023
Q3 		$106 Sell
4
-8
-67% -$207 ﹤0.01% 7223
2023
Q2 		$270 Buy
+12
New +$260 ﹤0.01% 7158
2023
Q1 		– Sell
-4
Closed – – 7567
2022
Q4 		$0 Hold
4
– – ﹤0.01% 7415
2022
Q3 		$0 Hold
4
– – ﹤0.01% 7496
2022
Q2 		$0 Sell
4
-8
-67% -$196 ﹤0.01% 7579
2022
Q1 		$0 Hold
12
– – ﹤0.01% 7479
2021
Q4 		$0 Sell
12
-1
-8% -$26 ﹤0.01% 7556
2021
Q3 		$0 Sell
13
-4
-24% -$93 ﹤0.01% 7296
2021
Q2 		$0 Hold
17
– – ﹤0.01% 7117
2021
Q1 		$0 Sell
17
-8,491
-100% -$177K ﹤0.01% 6936
2020
Q4 		$161K Buy
8,508
+3
+0% +$50 ﹤0.01% 3669
2020
Q3 		$105K Sell
8,505
-9
-0.1% -$124 ﹤0.01% 3783
2020
Q2 		$121K Buy
8,514
+12
+0.1% +$157 ﹤0.01% 3559
2020
Q1 		$132K Buy
+8,502
New +$163K ﹤0.01% 3246

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American Century Companies
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
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Geode Capital Management
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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

Osaic Holdings's SPFI Position: Q2 2026 in Review

Osaic Holdings held its South Plains Financial (SPFI) position steady in Q2 2026 at 14 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #7613.

Osaic Holdings first reported a position in SPFI in Q1 2020 and has held it in 22 quarters since. The position peaked at $161K in Q4 2020. 156 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Osaic Holdings held 14 shares of South Plains Financial worth $603 as of Q2 2026.
  • Osaic Holdings left its South Plains Financial share count unchanged in Q2 2026.
  • South Plains Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7613 holding.
  • Osaic Holdings first reported a position in South Plains Financial in Q1 2020 and has held it in 22 quarters since.
  • Osaic Holdings's South Plains Financial position peaked at $161K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.