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James T. Borello RIA’s South Plains Financial SPFI Stock Holding History

James T. Borello RIA’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 		$334 Hold
8
– – ﹤0.01% 1080
2026
Q2 		$345 Buy
+8
New +$334 ﹤0.01% 1082

Other funds holding SPFI

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

James T. Borello RIA's SPFI Position: Q3 2026 in Review

James T. Borello RIA held its South Plains Financial (SPFI) position steady in Q3 2026 at 8 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

James T. Borello RIA first reported a position in SPFI in Q2 2026 and has held it in 2 quarters since. The position peaked at $345 in Q2 2026. 14 funds tracked by Wall St. Rank hold SPFI as of Q3 2026.

  • James T. Borello RIA held 8 shares of South Plains Financial worth $334 as of Q3 2026.
  • James T. Borello RIA left its South Plains Financial share count unchanged in Q3 2026.
  • South Plains Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1080 holding.
  • James T. Borello RIA first reported a position in South Plains Financial in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello RIA's South Plains Financial position peaked at $345 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.