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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

Other funds holding SPFI

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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. 17 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.
  • 17 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.