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Venturi Wealth Management’s South Plains Financial SPFI Stock Holding History

Venturi Wealth Management’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 		$2.56M Sell
59,374
-4,242
-7% -$177K 0.1% 108
2026
Q1 		$2.67M Sell
63,616
-2,131
-3% -$88K 0.12% 100
2025
Q4 		$2.55M Sell
65,747
-3,217
-5% -$123K 0.11% 99
2025
Q3 		$2.67M Sell
68,964
-2,413
-3% -$94.2K 0.12% 91
2025
Q2 		$2.57M Sell
71,377
-1,908
-3% -$65.6K 0.13% 102
2025
Q1 		$2.43M Sell
73,285
-1,812
-2% -$62.4K 0.13% 96
2024
Q4 		$2.61M Sell
75,097
-3,453
-4% -$125K 0.13% 97
2024
Q3 		$2.66M Sell
78,550
-5,818
-7% -$186K 0.14% 85
2024
Q2 		$2.28M Sell
84,368
-12,573
-13% -$331K 0.13% 94
2024
Q1 		$2.59M Sell
96,941
-3,586
-4% -$96.1K 0.17% 77
2023
Q4 		$2.91M Hold
100,527
– – 0.21% 71
2023
Q3 		$2.66M Buy
+100,527
New +$2.6M 0.21% 71
2023
Q2 		– Sell
-100,527
Closed -$2.15M – 1244
2023
Q1 		$2.15M Hold
100,527
– – 0.18% 81
2022
Q4 		$2.77M Hold
100,527
– – 0.24% 70
2022
Q3 		$2.77M Hold
100,527
– – 0.27% 63
2022
Q2 		$2.43M Hold
100,527
– – 0.22% 67
2022
Q1 		$2.67M Hold
100,527
– – 0.2% 66
2021
Q4 		$2.8M Sell
100,527
-82,582
-45% -$2.15M 0.21% 74
2021
Q3 		$4.46M Sell
183,109
-17,271
-9% -$401K 0.37% 51
2021
Q2 		$4.63M Sell
200,380
-6,800
-3% -$156K 0.41% 46
2021
Q1 		$4.71M Buy
207,180
+142,470
+220% +$2.97M 0.45% 50
2020
Q4 		$1.23M Buy
+64,710
New +$1.08M 0.13% 119

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

Venturi Wealth Management's SPFI Position: Q2 2026 in Review

Venturi Wealth Management reduced its South Plains Financial (SPFI) stake by 6.7% in Q2 2026, selling an estimated $177K and leaving 59,374 shares worth $2.56M. The position accounts for 0.1% of the portfolio, ranked #108.

Venturi Wealth Management first reported a position in SPFI in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.71M in Q1 2021. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Venturi Wealth Management held 59,374 shares of South Plains Financial worth $2.56M as of Q2 2026.
  • Venturi Wealth Management sold 4,242 South Plains Financial shares in Q2 2026, an estimated $177K.
  • South Plains Financial made up 0.1% of Venturi Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Venturi Wealth Management first reported a position in South Plains Financial in Q4 2020 and has held it in 22 quarters since.
  • Venturi Wealth Management's South Plains Financial position peaked at $4.71M in Q1 2021.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.