DEPRINCE RACE & ZOLLO INC SPFI — SOUTH PLAINS FINANCIAL INC

Ownership history in DEPRINCE RACE & ZOLLO INC  ·  7 quarters on record

AI Ownership Summary

DEPRINCE RACE & ZOLLO INC reported SOUTH PLAINS FINANCIAL INC (SPFI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows SPFI at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DEPRINCE RACE & ZOLLO INC's position in SOUTH PLAINS FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPFI was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPFI stock page DEPRINCE RACE & ZOLLO INC fund profile DEPRINCE RACE & ZOLLO INC full holdings
How DEPRINCE RACE & ZOLLO INC held SPFI — position size vs. price
% of Fund (quarterly)    SPFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 103,526 -3,256 -3.0% 0.08% $4.3M 2026-04-24 $43.05
2025 Q4 ADDED — — — 106,782 +26,767 +33.5% 0.08% $4.1M 2026-01-23 $40.66
2025 Q3 REDUCED 6.9% +2.9% ❌ 80,015 -5,900 -6.9% 0.06% $3.1M 2025-10-17 $36.54
2025 Q2 REDUCED 6.8% +7.2% ❌ 85,915 -6,259 -6.8% 0.06% $3.1M 2025-08-14 $39.32
2025 Q1 REDUCED 8.0% +9.3% ❌ 92,174 -8,066 -8.0% 0.06% $3.1M 2025-05-15 $35.73
2024 Q4 REDUCED — — — 100,240 -3,044 -2.9% 0.07% $3.5M 2025-02-14 $34.77
2024 Q3 INITIATED — — — 103,284 — — 0.07% $3.5M 2024-11-14 $37.84

🏢 Other funds also holding SPFI

As of 2026 Q1 — sorted by position size

Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 3.34% SummerHaven Investment Management, LLC 3Y 0.52% SALZHAUER MICHAEL 3Y 7Y 0.45% Polaris Capital Management, LLC 3Y 7Y 0.39% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.15% GLOBEFLEX CAPITAL L P 3Y 7Y 0.15% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.14% Venturi Wealth Management, LLC 3Y 7Y 0.12% VARCOV Co. 0.1% Numerai GP LLC 3Y 0.1%

FAQ About DEPRINCE RACE & ZOLLO INC and SPFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has DEPRINCE RACE & ZOLLO INC reported owning SPFI?

DEPRINCE RACE & ZOLLO INC reported SPFI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SPFI position in DEPRINCE RACE & ZOLLO INC's portfolio?

The largest reported portfolio weight for SPFI was 0.08% in 2026 Q1.

What is the latest reported SPFI position on this page?

The most recent filing on this page is 2026 Q1, when DEPRINCE RACE & ZOLLO INC reported 103,526 shares, equal to 0.08% of portfolio, with an estimated market value of $4.3M.

What does the chart on this SPFI ownership page compare?

The chart compares DEPRINCE RACE & ZOLLO INC's quarterly SPFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DEPRINCE RACE & ZOLLO INC time their SPFI position?

Based on 13F filing dates vs. subsequent SPFI price moves, DEPRINCE RACE & ZOLLO INC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on SPFI relative to SPY over the holding period was -5.0%.

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