Wedge Capital Management’s South Plains Financial SPFI Stock Holding History

Wedge Capital 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 Q3	$2.32M	Sell	55,582 -362	-0.6%	-$15.9K	0.04%	309
2026 Q2	$2.41M	Buy	+55,944	New	+$2.33M	0.04%	307
2021 Q2	–	Sell	-14,581	Closed	-$331K	–	498
2021 Q1	$331K	Buy	+14,581	New	+$304K	﹤0.01%	428
2020 Q4	–	Sell	-20,831	Closed	-$259K	–	587
2020 Q3	$259K	Hold	20,831	–	–	﹤0.01%	462
2020 Q2	$297K	Sell	20,831 -1,481	-7%	-$19.3K	﹤0.01%	423
2020 Q1	$346K	Buy	+22,312	New	+$428K	0.01%	381

Other funds holding SPFI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $336M AUM 20.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

Wedge Capital Management's SPFI Position: Q3 2026 in Review

Wedge Capital Management reduced its South Plains Financial (SPFI) stake by 0.65% in Q3 2026, selling an estimated $15.9K and leaving 55,582 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #309.

Wedge Capital Management first reported a position in SPFI in Q1 2020 and has held it in 6 quarters since. The position peaked at $2.41M in Q2 2026. 37 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

Wedge Capital Management held 55,582 shares of South Plains Financial worth $2.32M as of Q3 2026.
Wedge Capital Management sold 362 South Plains Financial shares in Q3 2026, an estimated $15.9K.
South Plains Financial made up 0.04% of Wedge Capital Management's portfolio in Q3 2026, its #309 holding.
Wedge Capital Management first reported a position in South Plains Financial in Q1 2020 and has held it in 6 quarters since.
Wedge Capital Management's South Plains Financial position peaked at $2.41M in Q2 2026.
37 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.