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 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	$2.37K	Hold	13	–	–	﹤0.01%	730
2024 Q2	$2.23K	Hold	13	–	–	﹤0.01%	735
2024 Q1	$2.27K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cornerstone Planning Group's SXI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Standex International (SXI) stake by 39% in Q2 2026, selling an estimated $12.6K and leaving 71 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Cornerstone Planning Group first reported a position in SXI in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.9K in Q1 2026. 329 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

Cornerstone Planning Group held 71 shares of Standex International worth $22.1K as of Q2 2026.
Cornerstone Planning Group sold 45 Standex International shares in Q2 2026, an estimated $12.6K.
Standex International made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #648 holding.
Cornerstone Planning Group first reported a position in Standex International in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Standex International position peaked at $29.9K in Q1 2026.
329 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.