Creative Planning
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Creative Planning’s Standex International SXI Stock Holding History

Creative Planning’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 		$1.06M Buy
4,165
+1,052
+34% +$264K ﹤0.01% 2407
2025
Q4 		$676K Buy
3,113
+368
+13% +$85.3K ﹤0.01% 2588
2025
Q3 		$582K Buy
2,745
+170
+7% +$32.1K ﹤0.01% 2579
2025
Q2 		$403K Sell
2,575
-714
-22% -$107K ﹤0.01% 2648
2025
Q1 		$531K Sell
3,289
-225
-6% -$41.3K ﹤0.01% 2228
2024
Q4 		$657K Buy
3,514
+770
+28% +$149K ﹤0.01% 1974
2024
Q3 		$502K Buy
2,744
+597
+28% +$104K ﹤0.01% 2112
2024
Q2 		$346K Sell
2,147
-281
-12% -$47.5K ﹤0.01% 2237
2024
Q1 		$442K Buy
2,428
+481
+25% +$77.7K ﹤0.01% 1943
2023
Q4 		$308K Sell
1,947
-146
-7% -$21K ﹤0.01% 2069
2023
Q3 		$305K Buy
2,093
+434
+26% +$64.6K ﹤0.01% 1930
2023
Q2 		$235K Buy
+1,659
New +$219K ﹤0.01% 2097
2017
Q3 		– Sell
-606
Closed -$55K – 3504
2017
Q2 		$55K Hold
606
– – ﹤0.01% 2451
2017
Q1 		$61K Sell
606
-200
-25% -$18.7K ﹤0.01% 2329
2016
Q4 		$71K Hold
806
– – ﹤0.01% 2107
2016
Q3 		$75K Buy
806
+200
+33% +$17.5K ﹤0.01% 2055
2016
Q2 		$50K Buy
+606
New +$49.7K ﹤0.01% 2140
2015
Q1 		– Sell
-1,925
Closed -$149K – 4397
2014
Q4 		$149K Buy
1,925
+393
+26% +$29.9K ﹤0.01% 1311
2014
Q3 		$114K Buy
1,532
+132
+9% +$9.55K ﹤0.01% 1390
2014
Q2 		$104K Hold
1,400
– – ﹤0.01% 1407
2014
Q1 		$75K Hold
1,400
– – ﹤0.01% 1566
2013
Q4 		$88K Hold
1,400
– – ﹤0.01% 1282
2013
Q3 		$83K Sell
1,400
-202
-13% -$11.7K ﹤0.01% 1224
2013
Q2 		$85K Buy
+1,602
New +$84.1K ﹤0.01% 1079

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

Creative Planning's SXI Position: Q1 2026 in Review

Creative Planning increased its Standex International (SXI) stake by 34% in Q1 2026, buying an estimated $264K and bringing the position to 4,165 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Creative Planning first reported a position in SXI in Q2 2013 and has held it in 24 quarters since. 285 funds tracked by Wall St. Rank hold SXI as of Q1 2026.

  • Creative Planning held 4,165 shares of Standex International worth $1.06M as of Q1 2026.
  • Creative Planning bought 1,052 Standex International shares in Q1 2026, an estimated $264K.
  • Standex International made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2407 holding.
  • Creative Planning first reported a position in Standex International in Q2 2013 and has held it in 24 quarters since.
  • 285 funds tracked by Wall St. Rank held Standex International as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.