AssetMark Inc
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AssetMark Inc’s Standex International SXI Stock Holding History

AssetMark Inc’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
Q3 		$3.88M Buy
14,197
+2,371
+20% +$708K 0.01% 795
2026
Q2 		$4.23M Buy
11,826
+1
+0% +$280 0.01% 777
2026
Q1 		$3.01M Buy
11,825
+427
+4% +$107K 0.01% 788
2025
Q4 		$2.48M Sell
11,398
-528
-4% -$122K 0.01% 805
2025
Q3 		$2.53M Buy
11,926
+752
+7% +$142K 0.01% 757
2025
Q2 		$1.75M Buy
11,174
+374
+3% +$56.1K ﹤0.01% 797
2025
Q1 		$1.74M Buy
10,800
+841
+8% +$154K ﹤0.01% 752
2024
Q4 		$1.86M Buy
9,959
+351
+4% +$67.7K 0.01% 722
2024
Q3 		$1.76M Buy
9,608
+653
+7% +$114K 0.01% 675
2024
Q2 		$1.44M Buy
8,955
+493
+6% +$83.4K ﹤0.01% 687
2024
Q1 		$1.54M Buy
8,462
+206
+2% +$33.3K 0.01% 635
2023
Q4 		$1.31M Buy
8,256
+271
+3% +$39K ﹤0.01% 619
2023
Q3 		$1.16M Buy
+7,985
New +$1.19M ﹤0.01% 591
2018
Q1 		– Sell
-4
Closed – – 1950
2017
Q4 		$0 Buy
+4
New +$413 ﹤0.01% 2115

Other funds holding SXI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
PK
Pflug Koory Omaha, Nebraska $243M AUM 30.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

AssetMark Inc's SXI Position: Q3 2026 in Review

AssetMark Inc increased its Standex International (SXI) stake by 20% in Q3 2026, buying an estimated $708K and bringing the position to 14,197 shares worth $3.88M. The position accounts for 0.01% of the portfolio, ranked #795.

AssetMark Inc first reported a position in SXI in Q4 2017 and has held it in 14 quarters since. The position peaked at $4.23M in Q2 2026. 82 funds tracked by Wall St. Rank hold SXI as of Q3 2026.

  • AssetMark Inc held 14,197 shares of Standex International worth $3.88M as of Q3 2026.
  • AssetMark Inc bought 2,371 Standex International shares in Q3 2026, an estimated $708K.
  • Standex International made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #795 holding.
  • AssetMark Inc first reported a position in Standex International in Q4 2017 and has held it in 14 quarters since.
  • AssetMark Inc's Standex International position peaked at $4.23M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Standex International as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.