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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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
BCM
Bridgeway Capital Management
Houston, Texas
$4.97B AUM
44.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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