CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Standex International SXI Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$1.29M Sell
5,073
-35
-0.7% -$8.78K ﹤0.01% 1464
2025
Q4 		$1.11M Sell
5,108
-32
-0.6% -$7.42K ﹤0.01% 1441
2025
Q3 		$1.09M Buy
5,140
+566
+12% +$107K ﹤0.01% 1377
2025
Q2 		$716K Buy
4,574
+8
+0.2% +$1.2K ﹤0.01% 1516
2025
Q1 		$737K Sell
4,566
-690
-13% -$127K ﹤0.01% 1429
2024
Q4 		$983K Sell
5,256
-764
-13% -$147K ﹤0.01% 1244
2024
Q3 		$1.1M Buy
6,020
+1,061
+21% +$184K ﹤0.01% 1137
2024
Q2 		$799K Buy
4,959
+23
+0.5% +$3.89K ﹤0.01% 1268
2024
Q1 		$899K Sell
4,936
-4,010
-45% -$648K ﹤0.01% 1185
2023
Q4 		$1.42M Buy
8,946
+384
+4% +$55.3K ﹤0.01% 1074
2023
Q3 		$1.25M Buy
8,562
+2,309
+37% +$344K ﹤0.01% 1076
2023
Q2 		$885K Sell
6,253
-20
-0.3% -$2.64K ﹤0.01% 1274
2023
Q1 		$768K Sell
6,273
-1,000
-14% -$114K ﹤0.01% 1172
2022
Q4 		$745K Sell
7,273
-804
-10% -$78.9K ﹤0.01% 1130
2022
Q3 		$659K Buy
8,077
+30
+0.4% +$2.68K ﹤0.01% 1116
2022
Q2 		$682K Buy
8,047
+25
+0.3% +$2.34K ﹤0.01% 1015
2022
Q1 		$802K Buy
8,022
+131
+2% +$13.7K 0.01% 942
2021
Q4 		$873K Buy
7,891
+6,549
+488% +$711K 0.01% 869
2021
Q3 		$133K Buy
1,342
+33
+3% +$3.14K ﹤0.01% 1850
2021
Q2 		$124K Sell
1,309
-16
-1% -$1.55K ﹤0.01% 1858
2021
Q1 		$127K Buy
1,325
+1,305
+6,525% +$121K ﹤0.01% 1788
2020
Q4 		$2K Buy
+20
New +$1.43K ﹤0.01% 3155
2019
Q2 		– Sell
-20
Closed -$1K – 2004
2019
Q1 		$1K Buy
+20
New +$1.51K ﹤0.01% 1762

Other funds holding SXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's SXI Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Standex International (SXI) stake by 0.69% in Q1 2026, selling an estimated $8.78K and leaving 5,073 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

CAPTRUST Financial Advisors first reported a position in SXI in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.42M in Q4 2023. 285 funds tracked by Wall St. Rank hold SXI as of Q1 2026.

  • CAPTRUST Financial Advisors held 5,073 shares of Standex International worth $1.29M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 35 Standex International shares in Q1 2026, an estimated $8.78K.
  • Standex International made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1464 holding.
  • CAPTRUST Financial Advisors first reported a position in Standex International in Q1 2019 and has held it in 23 quarters since.
  • CAPTRUST Financial Advisors's Standex International position peaked at $1.42M in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Standex International as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.