RFP
SPFI icon

Root Financial Partners’s South Plains Financial SPFI Stock Holding History

Root Financial Partners’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 		– Sell
-18
Closed -$754 – 2772
2026
Q1 		$754 Buy
+18
New +$743 ﹤0.01% 2713

Other funds holding SPFI

PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Root Financial Partners's SPFI Position: Q2 2026 in Review

Root Financial Partners sold out of South Plains Financial (SPFI) in Q2 2026, closing a stake of 18 shares — an estimated $754 sold.

Root Financial Partners first reported a position in SPFI in Q1 2026 and held it in 1 quarter. The position peaked at $754 in Q1 2026. 27 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Root Financial Partners reported no remaining South Plains Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 18 South Plains Financial shares in Q2 2026, an estimated $754.
  • Root Financial Partners first reported a position in South Plains Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's South Plains Financial position peaked at $754 in Q1 2026.
  • 27 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.