Cornerstone Planning Group’s Standex International SXI Stock Holding History

Cornerstone Planning Group’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	–	Sell	-71	Closed	-$22.1K	–	1508
2026 Q2	$22.1K	Sell	71 -45	-39%	-$12.6K	﹤0.01%	648
2026 Q1	$29.9K	Buy	116 +1	+0.9%	+$251	﹤0.01%	544
2025 Q4	$27.9K	Buy	115 +68	+145%	+$15.8K	﹤0.01%	501
2025 Q3	$3.22K	Buy	47 +22	+88%	+$4.16K	﹤0.01%	1057
2025 Q2	$4.85K	Sell	25 -23	-48%	-$3.45K	﹤0.01%	733
2025 Q1	$6.46K	Buy	48 +35	+269%	+$6.42K	﹤0.01%	666
2024 Q4	$2.43K	Hold	13	–	–	﹤0.01%	739
2024 Q3	$2.36K	Hold	13	–	–	﹤0.01%	730
2024 Q2	$2.23K	Hold	13	–	–	﹤0.01%	735
2024 Q1	$2.28K	Hold	13	–	–	﹤0.01%	641
2023 Q4	$2.06K	Hold	13	–	–	﹤0.01%	630
2023 Q3	$1.89K	Sell	13 -42	-76%	-$6.25K	﹤0.01%	672
2023 Q2	$7.78K	Buy	+55	New	+$7.26K	﹤0.01%	751
2022 Q4	$5.88K	Buy	+55	New	+$5.4K	﹤0.01%	813

Other funds holding SXI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Cornerstone Planning Group's SXI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Standex International (SXI) in Q3 2026, closing a stake of 71 shares — an estimated $22.1K sold.

Cornerstone Planning Group first reported a position in SXI in Q4 2022 and held it in 14 quarters. The position peaked at $29.9K in Q1 2026. 48 funds tracked by Wall St. Rank hold SXI as of Q3 2026.

Cornerstone Planning Group reported no remaining Standex International position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 71 Standex International shares in Q3 2026, an estimated $22.1K.
Cornerstone Planning Group first reported a position in Standex International in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Standex International position peaked at $29.9K in Q1 2026.
48 funds tracked by Wall St. Rank held Standex International as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.