Primoris Wealth Advisors’s South Plains Financial SPFI Stock Holding History

Primoris Wealth Advisors’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	$415K	Buy	+9,625	New	+$402K	0.19%	84

Other funds holding SPFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Primoris Wealth Advisors's SPFI Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in South Plains Financial (SPFI) in Q2 2026: 9,625 shares worth $415K. The stake represents 0.19% of the portfolio and ranks #84 among its holdings.

157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Primoris Wealth Advisors held 9,625 shares of South Plains Financial worth $415K as of Q2 2026.
South Plains Financial was a new Primoris Wealth Advisors position in Q2 2026.
South Plains Financial made up 0.19% of Primoris Wealth Advisors's portfolio in Q2 2026, its #84 holding.
157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.