Westwood Holdings Group’s South Plains Financial SPFI Stock Holding History

Westwood Holdings Group’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	$323K	Hold	7,507	–	–	﹤0.01%	553
2026 Q1	$315K	Hold	7,507	–	–	﹤0.01%	422
2025 Q4	$291K	Hold	7,507	–	–	﹤0.01%	454
2025 Q3	$290K	Hold	7,507	–	–	﹤0.01%	457
2025 Q2	$271K	Sell	7,507 -3,228	-30%	-$111K	﹤0.01%	452
2025 Q1	$356K	Hold	10,735	–	–	﹤0.01%	419
2024 Q4	$373K	Hold	10,735	–	–	﹤0.01%	434
2024 Q3	$364K	Hold	10,735	–	–	﹤0.01%	420
2024 Q2	$290K	Sell	10,735 -10,735	-50%	-$282K	﹤0.01%	421
2024 Q1	$575K	Hold	21,470	–	–	﹤0.01%	389
2023 Q4	$622K	Hold	21,470	–	–	0.01%	380
2023 Q3	$568K	Hold	21,470	–	–	0.01%	375
2023 Q2	$483K	Hold	21,470	–	–	﹤0.01%	405
2023 Q1	$460K	Hold	21,470	–	–	﹤0.01%	407
2022 Q4	$591K	Hold	21,470	–	–	0.01%	389
2022 Q3	$592K	Hold	21,470	–	–	0.01%	355
2022 Q2	$518K	Hold	21,470	–	–	0.01%	389
2022 Q1	$571K	Hold	21,470	–	–	0.01%	383
2021 Q4	$597K	Hold	21,470	–	–	0.01%	371
2021 Q3	$523K	Hold	21,470	–	–	0.01%	375
2021 Q2	$497K	Hold	21,470	–	–	0.01%	378
2021 Q1	$488K	Buy	+21,470	New	+$448K	﹤0.01%	385
2020 Q1	–	Sell	-22,882	Closed	-$478K	–	500
2019 Q4	$478K	Sell	22,882 -70,238	-75%	-$1.28M	0.01%	391
2019 Q3	$1.52M	Buy	+93,120	New	+$1.56M	0.02%	316

Other funds holding SPFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Westwood Holdings Group's SPFI Position: Q2 2026 in Review

Westwood Holdings Group held its South Plains Financial (SPFI) position steady in Q2 2026 at 7,507 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Westwood Holdings Group first reported a position in SPFI in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.52M in Q3 2019. 156 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Westwood Holdings Group held 7,507 shares of South Plains Financial worth $323K as of Q2 2026.
Westwood Holdings Group left its South Plains Financial share count unchanged in Q2 2026.
South Plains Financial made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #553 holding.
Westwood Holdings Group first reported a position in South Plains Financial in Q3 2019 and has held it in 24 quarters since.
Westwood Holdings Group's South Plains Financial position peaked at $1.52M in Q3 2019.
156 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.