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AE Wealth Management’s Standex International SXI Stock Holding History

AE Wealth Management’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$648K Buy
1,811
+89
+5% +$24.9K ﹤0.01% 1099
2026
Q1 		$439K Buy
1,722
+109
+7% +$27.4K ﹤0.01% 1176
2025
Q4 		$351K Buy
1,613
+102
+7% +$23.6K ﹤0.01% 1233
2025
Q3 		$320K Sell
1,511
-555
-27% -$105K ﹤0.01% 1163
2025
Q2 		$323K Buy
2,066
+139
+7% +$20.8K ﹤0.01% 1088
2025
Q1 		$311K Sell
1,927
-98
-5% -$18K ﹤0.01% 1071
2024
Q4 		$379K Buy
+2,025
New +$391K ﹤0.01% 999
2024
Q1 		– Sell
-1,924
Closed -$282K – 1892
2023
Q4 		$282K Buy
1,924
+345
+22% +$49.7K ﹤0.01% 1736
2023
Q3 		$230K Buy
+1,579
New +$235K ﹤0.01% 1727

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AE Wealth Management's SXI Position: Q2 2026 in Review

AE Wealth Management increased its Standex International (SXI) stake by 5.2% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,811 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

AE Wealth Management first reported a position in SXI in Q3 2023 and has held it in 9 quarters since. 328 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • AE Wealth Management held 1,811 shares of Standex International worth $648K as of Q2 2026.
  • AE Wealth Management bought 89 Standex International shares in Q2 2026, an estimated $24.9K.
  • Standex International made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1099 holding.
  • AE Wealth Management first reported a position in Standex International in Q3 2023 and has held it in 9 quarters since.
  • 328 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.