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 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

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Wedge Capital Management's SPFI Position: Q2 2026 in Review

Wedge Capital Management opened a new position in South Plains Financial (SPFI) in Q2 2026: 55,944 shares worth $2.41M. The stake represents 0.04% of the portfolio and ranks #307 among its holdings. This is a return to the name: Wedge Capital Management previously reported a position in SPFI as recently as Q1 2021.

Wedge Capital Management first reported a position in SPFI in Q1 2020 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Wedge Capital Management held 55,944 shares of South Plains Financial worth $2.41M as of Q2 2026.
South Plains Financial was a new Wedge Capital Management position in Q2 2026.
South Plains Financial made up 0.04% of Wedge Capital Management's portfolio in Q2 2026, its #307 holding.
Wedge Capital Management first reported a position in South Plains Financial in Q1 2020 and has held it in 5 quarters since.
30 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.