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Rothschild Investment LLC’s South Plains Financial SPFI Stock Holding History

Rothschild Investment LLC’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 		$670 Buy
16
+8
+100% +$330 ﹤0.01% 3022
2025
Q4 		$310 Buy
+8
New +$306 ﹤0.01% 3037
2024
Q4 		– Sell
-5
Closed -$170 – 3044
2024
Q3 		$170 Buy
+5
New +$160 ﹤0.01% 2737

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
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

Rothschild Investment LLC's SPFI Position: Q1 2026 in Review

Rothschild Investment LLC increased its South Plains Financial (SPFI) stake by 100% in Q1 2026, buying an estimated $330 and bringing the position to 16 shares worth $670. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

Rothschild Investment LLC first reported a position in SPFI in Q3 2024 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • Rothschild Investment LLC held 16 shares of South Plains Financial worth $670 as of Q1 2026.
  • Rothschild Investment LLC bought 8 South Plains Financial shares in Q1 2026, an estimated $330.
  • South Plains Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3022 holding.
  • Rothschild Investment LLC first reported a position in South Plains Financial in Q3 2024 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.