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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
Q3 		$585 Buy
14
+8
+133% +$352 ﹤0.01% 2089
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

True Wealth Design's SPFI Position: Q3 2026 in Review

True Wealth Design increased its South Plains Financial (SPFI) stake by 133% in Q3 2026, buying an estimated $352 and bringing the position to 14 shares worth $585. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

True Wealth Design first reported a position in SPFI in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

  • True Wealth Design held 14 shares of South Plains Financial worth $585 as of Q3 2026.
  • True Wealth Design bought 8 South Plains Financial shares in Q3 2026, an estimated $352.
  • South Plains Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2089 holding.
  • True Wealth Design first reported a position in South Plains Financial in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.