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
Q2 		$1.58M Buy
4,419
+254
+6% +$71.1K ﹤0.01% 2283
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 $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Creative Planning's SXI Position: Q2 2026 in Review

Creative Planning increased its Standex International (SXI) stake by 6.1% in Q2 2026, buying an estimated $71.1K and bringing the position to 4,419 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Creative Planning first reported a position in SXI in Q2 2013 and has held it in 25 quarters since. 329 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • Creative Planning held 4,419 shares of Standex International worth $1.58M as of Q2 2026.
  • Creative Planning bought 254 Standex International shares in Q2 2026, an estimated $71.1K.
  • Standex International made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2283 holding.
  • Creative Planning first reported a position in Standex International in Q2 2013 and has held it in 25 quarters since.
  • 329 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.