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True Wealth Design’s South Plains Financial SPFI Stock Holding History

True Wealth Design’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 		$259 Sell
6
-1
-14% -$42 ﹤0.01% 2395
2026
Q1 		$294 Hold
7
– – ﹤0.01% 2228
2025
Q4 		$272 Buy
+7
New +$268 ﹤0.01% 2147

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
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's SPFI Position: Q2 2026 in Review

True Wealth Design reduced its South Plains Financial (SPFI) stake by 14% in Q2 2026, selling an estimated $42 and leaving 6 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

True Wealth Design first reported a position in SPFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $294 in Q1 2026. 15 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • True Wealth Design held 6 shares of South Plains Financial worth $259 as of Q2 2026.
  • True Wealth Design sold 1 South Plains Financial share in Q2 2026, an estimated $42.
  • South Plains Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2395 holding.
  • True Wealth Design first reported a position in South Plains Financial in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's South Plains Financial position peaked at $294 in Q1 2026.
  • 15 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.