Rosenthal Henry Capital Advisors’s South Plains Financial SPFI Stock Holding History

Rosenthal Henry Capital 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 Q1	$3.41M	Hold	81,373	–	–	3.34%	6
2025 Q4	$3.16M	Hold	81,373	–	–	2.93%	10
2025 Q3	$3.15M	Buy	81,373 +2,347	+3%	+$91.6K	3.02%	7
2025 Q2	$2.85M	Sell	79,026 -1,335	-2%	-$45.9K	2.87%	9
2025 Q1	$2.66M	Sell	80,361 -4,089	-5%	-$141K	2.68%	13
2024 Q4	$2.93M	Hold	84,450	–	–	2.72%	11
2024 Q3	$2.86M	Buy	84,450 +1,750	+2%	+$55.9K	2.88%	11
2024 Q2	$2.23M	Hold	82,700	–	–	3.17%	13
2024 Q1	$2.21M	Sell	82,700 -1,700	-2%	-$45.6K	2.97%	14
2023 Q4	$2.44M	Buy	+84,400	New	+$2.3M	2.79%	16

Other funds holding SPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Rosenthal Henry Capital Advisors's SPFI Position: Q1 2026 in Review

Rosenthal Henry Capital Advisors held its South Plains Financial (SPFI) position steady in Q1 2026 at 81,373 shares worth $3.41M. The position accounts for 3.34% of the portfolio, ranked #6.

Rosenthal Henry Capital Advisors first reported a position in SPFI in Q4 2023 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

Rosenthal Henry Capital Advisors held 81,373 shares of South Plains Financial worth $3.41M as of Q1 2026.
Rosenthal Henry Capital Advisors left its South Plains Financial share count unchanged in Q1 2026.
South Plains Financial made up 3.34% of Rosenthal Henry Capital Advisors's portfolio in Q1 2026, its #6 holding.
Rosenthal Henry Capital Advisors first reported a position in South Plains Financial in Q4 2023 and has held it in 10 quarters since.
143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.