South Plains Financial, Inc.
US ˙ NasdaqGS ˙ US83946P1075

SecuritySPFI / South Plains Financial, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership65,042 shares
Latest Disclosed Value $ 2,725,291
Morgan Stanley reports 4.81% increase in ownership of SPFI / South Plains Financial, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 65,042 shares of South Plains Financial, Inc. (US:SPFI) valued at $2,725,260 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 62,057 shares of South Plains Financial, Inc.. This represents a change in shares of 4.81% during the quarter. The current value of the position is $2,671,275 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 65,042 2,985 4.81 2,725 13.21 0.0002
2026-05-27 2025-12-31 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 62,057 24,508 65.27 2,408 65.89 0.0001
2026-02-13 2025-12-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 62,057 24,508 2,408 0.0001
2026-05-27 2025-09-30 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 37,549 -684 -1.79 1,451 5.37 0.0001
2025-11-14 2025-09-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 37,549 -684 1,451 0.0001
2025-08-15 2025-06-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 38,233 -15,832 -29.28 1,378 -23.07 0.0001
2025-05-15 2025-03-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 54,065 -4,048 -6.97 1,791 -11.34 0.0001
2025-05-15 2024-12-31 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 58,113 -624 -1.06 2,019 1.36 0.0001
2025-02-14 2024-12-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 58,113 -624 2,019 0.0001
2025-05-14 2024-09-30 13F/A-2 SOUTH PLAINS FINANCIAL COM 83946P107 58,737 26,044 79.66 1,992 125.85 0.0001
2025-02-14 2024-09-30 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 58,737 26,044 1,992 0.0001
2024-11-14 2024-09-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 58,737 26,044 1,992 0.0000
2025-05-14 2024-06-30 13F/A-2 SOUTH PLAINS FINANCIAL COM 83946P107 32,693 -1,581 -4.61 883 -3.82 0.0001
2024-10-17 2024-06-30 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 32,693 -1,581 883 0.0001
2024-08-14 2024-06-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 32,693 -1,581 883 0.0001
2024-10-17 2024-03-31 13F/A-2 SOUTH PLAINS FINANCIAL COM 83946P107 34,274 -6,081 -15.07 917 -21.49 0.0001
2024-08-16 2024-03-31 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 34,274 -6,081 917 0.0000
2024-05-15 2024-03-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 34,274 -6,081 917 0.0001
2024-08-16 2023-12-31 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 40,355 16,441 68.75 1,169 84.81 0.0001
2024-02-13 2023-12-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 40,355 16,441 1,169 0.0001
2023-11-15 2023-09-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 23,914 -14,838 -38.29 632 -27.52 0.0001
2023-08-14 2023-06-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 38,752 4,847 14.30 872 20.28 0.0001
2023-05-15 2023-03-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 33,905 2,412 7.66 726 -16.38 0.0001
2023-02-14 2022-12-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 31,493 -10,921 -25.75 867 -25.83 0.0001
2022-11-14 2022-09-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 42,414 3,556 9.15 1,169 24.76 0.0002
2022-10-27 2022-06-30 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 38,858 13,848 55.37 937 40.90 0.0001
2022-08-15 2022-06-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 38,858 13,848 937 0.0000
2022-10-27 2022-03-31 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 25,010 1,581 6.75 665 2.15 0.0001
2022-05-13 2022-03-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 25,010 1,581 665 0.0001
2022-02-14 2021-12-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 23,429 1,021 4.56 651 19.23 0.0001
2021-11-15 2021-09-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 22,408 477 2.18 546 7.69 0.0001
2021-08-23 2021-06-30 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 21,931 -1,601 -6.80 507 -5.06 0.0001
2021-08-16 2021-06-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 21,931 -1,601 507 0.0000
2021-05-17 2021-03-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 23,532 -7,760 -24.80 534 -9.95 0.0001
2021-02-16 2020-12-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 31,292 9,795 45.56 593 122.93 0.0001
2020-11-13 2020-09-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 21,497 -2,260 -9.51 266 -21.53 0.0001
2020-08-14 2020-06-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 23,757 3,229 15.73 339 6.60 0.0001
2020-05-26 2020-03-31 13F/A-1 SOUTH PLAINS FINANCIAL COM 83946P107 20,528 -12,666 -38.16 318 -54.05 0.0001
2020-05-15 2020-03-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 20,528 -12,666 318 24.4290
2020-02-14 2019-12-31 13F SOUTH PLAINS FINANCIAL COM 83946P107 33,194 15,065 83.10 692 134.58 0.0002
2019-11-14 2019-09-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 18,129 15,896 711.87 295 697.30 0.0001
2019-08-14 2019-06-30 13F SOUTH PLAINS FINANCIAL COM 83946P107 2,233 2,233 37 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.