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Summit Global Investments’s South Plains Financial SPFI Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-6,933
Closed -$250K – 543
2025
Q2 		$250K Sell
6,933
-102
-1% -$3.51K 0.01% 417
2025
Q1 		$233K Sell
7,035
-135
-2% -$4.65K 0.02% 393
2024
Q4 		$249K Buy
+7,170
New +$260K 0.02% 471
2023
Q1 		– Sell
-7,400
Closed -$204K – 572
2022
Q4 		$204K Buy
+7,400
New +$220K 0.02% 444

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Summit Global Investments's SPFI Position: Q3 2025 in Review

Summit Global Investments sold out of South Plains Financial (SPFI) in Q3 2025, closing a stake of 6,933 shares — an estimated $250K sold.

Summit Global Investments first reported a position in SPFI in Q4 2022 and held it in 4 quarters. The position peaked at $250K in Q2 2025. 119 funds tracked by Wall St. Rank hold SPFI as of Q3 2025.

  • Summit Global Investments reported no remaining South Plains Financial position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 6,933 South Plains Financial shares in Q3 2025, an estimated $250K.
  • Summit Global Investments first reported a position in South Plains Financial in Q4 2022 and held it in 4 quarters.
  • Summit Global Investments's South Plains Financial position peaked at $250K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.