RFP
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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

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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. 156 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.
  • 156 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.