UBS AM
SPFI icon

UBS AM’s South Plains Financial SPFI Stock Holding History

UBS AM’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 		$744K Sell
17,257
-543
-3% -$22.7K ﹤0.01% 2427
2026
Q1 		$746K Buy
17,800
+66
+0.4% +$2.73K ﹤0.01% 2438
2025
Q4 		$688K Buy
17,734
+226
+1% +$8.65K ﹤0.01% 2250
2025
Q3 		$677K Sell
17,508
-14,574
-45% -$569K ﹤0.01% 2112
2025
Q2 		$1.16M Buy
32,082
+12,106
+61% +$416K ﹤0.01% 2353
2025
Q1 		$662K Hold
19,976
– – ﹤0.01% 2438
2024
Q4 		$694K Buy
19,976
+2,127
+12% +$77.2K ﹤0.01% 2484
2024
Q3 		$605K Sell
17,849
-2,097
-11% -$66.9K ﹤0.01% 2592
2024
Q2 		$539K Buy
19,946
+11,546
+137% +$304K ﹤0.01% 2609
2024
Q1 		$225K Hold
8,400
– – ﹤0.01% 2440
2023
Q4 		$243K Hold
8,400
– – ﹤0.01% 2463
2023
Q3 		$222K Buy
+8,400
New +$217K ﹤0.01% 2498
2023
Q1 		– Sell
-8,400
Closed -$231K – 2715
2022
Q4 		$231K Buy
+8,400
New +$250K ﹤0.01% 2407

Other funds holding SPFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
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

UBS AM's SPFI Position: Q2 2026 in Review

UBS AM reduced its South Plains Financial (SPFI) stake by 3.1% in Q2 2026, selling an estimated $22.7K and leaving 17,257 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

UBS AM first reported a position in SPFI in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.16M in Q2 2025. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • UBS AM held 17,257 shares of South Plains Financial worth $744K as of Q2 2026.
  • UBS AM sold 543 South Plains Financial shares in Q2 2026, an estimated $22.7K.
  • South Plains Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2427 holding.
  • UBS AM first reported a position in South Plains Financial in Q4 2022 and has held it in 13 quarters since.
  • UBS AM's South Plains Financial position peaked at $1.16M in Q2 2025.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.