undamentalytics Newsletter

South Plains Financial, Inc.: which funds bought and sold

Institutions that bought and sold South Plains Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 96 institutions that filed 13F reports for both quarters added to or opened positions in South Plains Financial, and 42 cut or closed them. Together they added a net 1.5M shares, +20.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 82K shares (+3.8%); index fund managers were net buyers of 703K shares (+25.1%). 30 opened a new position and 15 sold out entirely.

Bought, Q2 2026 96 institutions, 30 of them new holders Sold, Q2 2026 42 institutions, 15 of them sold out
Net change, all compared +1.5M shares (+20.2%)
Net change, active managers +82K shares (+3.8%), 22 bought, 13 sold

Buyers versus sellers

institutions compared, 171
Active managers and hedge funds 22 bought · 13 sold · +82K
Index fund managers 10 bought · 0 sold · +703K
Other institutions 64 bought · 29 sold · +685K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +279K +24.2% 1.4M $61.6M
Basswood Capital Management, L.L.C. +236K +309.5% 312K $13.4M
State Street Corp Index funds +140K +36.0% 530K $22.8M
Geode Capital Management, LLC Index funds +105K +35.8% 398K $17.1M
Callahan Advisors, LLC +91K New position 91K $3.9M
Vanguard Capital Management LLC Index funds +84K +15.0% 642K $27.7M
Corient Private Wealth LP +78K New position 78K $3.3M
Wedge Capital Management L L P Active manager +56K New position 56K $2.4M
American Century Companies Inc Active manager +55K +13.4% 465K $20M
Mackenzie Financial Corp +49K +918.6% 54K $2.3M
Panagora Asset Management Inc Active manager +43K +55.6% 120K $5.2M
Legacy Wealth Management, LLC / Ms +39K New position 39K $1.7M
Vanguard Portfolio Management LLC Index funds +33K +35.8% 126K $5.4M
Citadel Advisors LLC Hedge fund +31K +278.2% 42K $1.8M
Northern Trust Corp Index funds +29K +25.5% 143K $6.2M
Jpmorgan Chase & Co +24K +6.3% 401K $17.4M
Victory Capital Management Inc Active manager +22K New position 22K $960,796
Quantinno Capital Management LP +22K +53.5% 62K $2.7M
Boston Partners Active manager +21K +19.6% 126K $5.4M
Martingale Asset Management L P Active manager +18K +40.6% 62K $2.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Two Sigma Investments, LP Hedge fund −74K −42.8% 99K $4.3M
Renaissance Technologies LLC Hedge fund −55K −72.0% 21K $920,166
Goldman Sachs Group Inc −54K −49.3% 55K $2.4M
Qube Research & Technologies Ltd Hedge fund −26K −45.3% 32K $1.4M
Gabelli Funds LLC Active manager −23K −20.2% 92K $4M
Millennium Management LLC Hedge fund −20K −79.9% 5,043 $217,278
Trexquant Investment LP Hedge fund −20K Sold out 0 —
AQR Capital Management LLC Hedge fund −16K −27.6% 43K $1.8M
Los Angeles Capital Management LLC Active manager −14K Sold out 0 —
Jacobs Levy Equity Management, Inc Active manager −14K −28.5% 35K $1.5M
Zacks Investment Management −14K Sold out 0 —
Teacher Retirement System Of Texas −8,233 Sold out 0 —
Integrated Quantitative Investments LLC −7,899 Sold out 0 —
Susquehanna International Group, LLP −7,656 Sold out 0 —
Polymer Capital Management (US) LLC −7,430 Sold out 0 —
Varcov Co. −6,577 Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −6,499 Sold out 0 —
Sterling Capital Management LLC −5,881 −94.9% 316 $13,615
Amundi −5,159 Sold out 0 —
Venturi Wealth Management, LLC −4,242 −6.7% 59K $2.6M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Callahan Advisors, LLC 91K $3.9M
Corient Private Wealth LP 78K $3.3M
Wedge Capital Management L L PActive manager 56K $2.4M
Legacy Wealth Management, LLC / Ms 39K $1.7M
Victory Capital Management IncActive manager 22K $960,796
Inscription Capital, LLC 17K $743,561
Quantbot Technologies LPHedge fund 16K $689,791
Voya Investment Management LLC 16K $682,466
Tidal Investments LLC 13K $561,613
Arrowstreet Capital, Limited PartnershipHedge fund 13K $552,177

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Trexquant Investment LPHedge fund 20K $827,735
Los Angeles Capital Management LLCActive manager 14K $602,732
Zacks Investment Management 14K $587,396
Teacher Retirement System Of Texas 8,233 $344,963
Integrated Quantitative Investments LLC 7,899 $330,968
Susquehanna International Group, LLP 7,656 $320,786
Polymer Capital Management (US) LLC 7,430 $311,317
Varcov Co. 6,577 $275,576
Point72 Asset Management, L.P.Hedge fund 6,499 $272,308
Amundi 5,159 $216,162

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
157
Ten largest holders
60.3%
of 13F-reported shares
Index fund managers
40.0%
of 13F-reported shares
Active managers and hedge funds
25.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 22 13 8 3 +82K +3.8%
Index fund managers 10 0 0 0 +703K +25.1%
Other institutions 64 29 22 12 +685K +29.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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