ZIM
SPFI icon

Zacks Investment Management’s South Plains Financial SPFI Stock Holding History

Zacks Investment 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 		– Sell
-14,019
Closed -$587K – 819
2026
Q1 		$587K Buy
+14,019
New +$579K ﹤0.01% 469
2025
Q3 		– Sell
-11,342
Closed -$409K – 838
2025
Q2 		$409K Buy
11,342
+765
+7% +$26.3K ﹤0.01% 514
2025
Q1 		$350K Buy
+10,577
New +$364K ﹤0.01% 523
2023
Q1 		– Sell
-10,979
Closed -$302K – 695
2022
Q4 		$302K Buy
+10,979
New +$327K ﹤0.01% 499

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

Zacks Investment Management's SPFI Position: Q2 2026 in Review

Zacks Investment Management sold out of South Plains Financial (SPFI) in Q2 2026, closing a stake of 14,019 shares — an estimated $587K sold.

Zacks Investment Management first reported a position in SPFI in Q4 2022 and held it in 4 quarters. The position peaked at $587K in Q1 2026. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Zacks Investment Management reported no remaining South Plains Financial position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 14,019 South Plains Financial shares in Q2 2026, an estimated $587K.
  • Zacks Investment Management first reported a position in South Plains Financial in Q4 2022 and held it in 4 quarters.
  • Zacks Investment Management's South Plains Financial position peaked at $587K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.