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SXI icon

Birchbrook’s Standex International SXI Stock Holding History

Birchbrook’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 		$53.7K Hold
150
– – 0.03% 130
2026
Q1 		$38.2K Hold
150
– – 0.02% 137
2025
Q4 		$32.6K Hold
150
– – 0.02% 144
2025
Q3 		$31.8K Hold
150
– – 0.02% 139
2025
Q2 		$23.5K Hold
150
– – 0.01% 154
2025
Q1 		$24.2K Hold
150
– – 0.01% 144
2024
Q4 		$28K Hold
150
– – 0.02% 142
2024
Q3 		$27.4K Hold
150
– – 0.02% 138
2024
Q2 		$24.2K Hold
150
– – 0.01% 152
2024
Q1 		$27.3K Hold
150
– – 0.02% 149
2023
Q4 		$23.8K Buy
+150
New +$21.6K 0.02% 152

Other funds holding SXI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return