Legacy Wealth Management, LLC / MS

Position in SPFI — South Plains Financial, Inc.

CIK 2047443 RIDGELAND, MS

Position in SPFI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,658,772

New position

Shares Held

38,500

first reported quarter

Ownership

0.204%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#40

of 156 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Wealth Management, LLC / MS holds $2,749,193 across 3 Banks - Regional names. SPFI ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPFI	South Plains Financial, Inc. This page	38,500	$1,658,772
2	FITB	Fifth Third Bancorp	10,937	$616,518
3	TRMK	Trustmark Corp	10,300	$473,903

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,658,772	38,500	—	Shares	Sole	2026-07-08
No filing history on record for this holder in this stock.