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SummerHaven Investment Management’s South Plains Financial SPFI Stock Holding History

SummerHaven Investment Management’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 		$868K Hold
20,148
– – 0.47% 104
2026
Q1 		$844K Sell
20,148
-2,482
-11% -$103K 0.52% 85
2025
Q4 		$878K Hold
22,630
– – 0.5% 88
2025
Q3 		$875K Buy
+22,630
New +$883K 0.51% 88

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SummerHaven Investment Management's SPFI Position: Q2 2026 in Review

SummerHaven Investment Management held its South Plains Financial (SPFI) position steady in Q2 2026 at 20,148 shares worth $868K. The position accounts for 0.47% of the portfolio, ranked #104.

SummerHaven Investment Management first reported a position in SPFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $878K in Q4 2025. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • SummerHaven Investment Management held 20,148 shares of South Plains Financial worth $868K as of Q2 2026.
  • SummerHaven Investment Management left its South Plains Financial share count unchanged in Q2 2026.
  • South Plains Financial made up 0.47% of SummerHaven Investment Management's portfolio in Q2 2026, its #104 holding.
  • SummerHaven Investment Management first reported a position in South Plains Financial in Q3 2025 and has held it in 4 quarters since.
  • SummerHaven Investment Management's South Plains Financial position peaked at $878K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.