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Summit Securities Group’s South Plains Financial SPFI Stock Holding History

Summit Securities Group’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
-102
Closed -$3.68K – 1331
2025
Q2 		$3.68K Buy
+102
New +$3.51K ﹤0.01% 1001

Other funds holding SPFI

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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 Securities Group's SPFI Position: Q3 2025 in Review

Summit Securities Group sold out of South Plains Financial (SPFI) in Q3 2025, closing a stake of 102 shares — an estimated $3.68K sold.

Summit Securities Group first reported a position in SPFI in Q2 2025 and held it in 1 quarter. The position peaked at $3.68K in Q2 2025. 119 funds tracked by Wall St. Rank hold SPFI as of Q3 2025.

  • Summit Securities Group reported no remaining South Plains Financial position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 102 South Plains Financial shares in Q3 2025, an estimated $3.68K.
  • Summit Securities Group first reported a position in South Plains Financial in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's South Plains Financial position peaked at $3.68K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.