13F-HR: South Plains Financial Discloses Q2 2025 Holdings
Institutional Holdings Report
South Plains Financial, Inc. filed its Q2 2025 Form 13F-HR, revealing $142.2 million in managed assets across 321 equity and ETF positions.
Summary
- South Plains Financial, Inc. submitted a Form 13F-HR for the quarter ended June 30, 2025.
- The report details total managed assets valued at $142,199,170.
- The filing includes 321 distinct holdings entries.
- One other institutional investment manager, CITY BANK, is included in this report.
- The portfolio primarily consists of common stocks and various exchange-traded funds (ETFs), with investment discretion largely defined (DFND).
- Notably, the firm holds 3,328 shares of its own common stock (South Plains Financial Inc.) valued at $119,941, under sole investment discretion.
Sentiment
Score: 5
Explanation: 13F filings are factual disclosures of holdings and do not inherently convey positive or negative sentiment regarding the filing entity's operational performance or outlook.
Future Outlook
NA
Industry Context
This Form 13F-HR provides a snapshot of South Plains Financial, Inc.'s equity and ETF holdings as of the end of Q2 2025, offering transparency into the firm's investment allocation strategies within the broader financial services and asset management industry. Such filings are standard disclosures for institutional investment managers, reflecting their positions in publicly traded securities.
Comparison to Industry Standards
- This filing, a Form 13F-HR, details an institutional investment manager's equity holdings and does not provide performance metrics or strategic rationale for comparison against industry benchmarks or specific competitor portfolios. Direct comparisons of portfolio performance or asset allocation strategies with other firms like BlackRock Inc. or Vanguard Group, Inc. would require additional performance data not present in this disclosure.
Key Dates
| Date | Description |
|---|---|
| 06-30-2025 | End of the calendar quarter for which the report is filed. |
| 08-12-2025 | Date the report was signed by Steven B. Crockett, CFO and Treasurer. |
Keywords
13F, institutional holdings, investment management, equity portfolio, SEC filing, South Plains Financial, asset management, Q2 2025
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