RIL
SPFI icon

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
Q2 		$646 Sell
15
-1
-6% -$42 ﹤0.01% 3207
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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

Rothschild Investment LLC's SPFI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its South Plains Financial (SPFI) stake by 6.3% in Q2 2026, selling an estimated $42 and leaving 15 shares worth $646. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

Rothschild Investment LLC first reported a position in SPFI in Q3 2024 and has held it in 4 quarters since. The position peaked at $670 in Q1 2026. 156 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Rothschild Investment LLC held 15 shares of South Plains Financial worth $646 as of Q2 2026.
  • Rothschild Investment LLC sold 1 South Plains Financial share in Q2 2026, an estimated $42.
  • South Plains Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3207 holding.
  • Rothschild Investment LLC first reported a position in South Plains Financial in Q3 2024 and has held it in 4 quarters since.
  • Rothschild Investment LLC's South Plains Financial position peaked at $670 in Q1 2026.
  • 156 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.