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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

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Acadian Asset Management
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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

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. 157 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.
  • 157 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.