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EverSource Wealth Advisors’s Standex International SXI Stock Holding History

EverSource Wealth 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
Q2 		$52.6K Sell
147
-12
-8% -$3.36K ﹤0.01% 1751
2026
Q1 		$40.5K Buy
159
+31
+24% +$7.78K ﹤0.01% 2048
2025
Q4 		$27.8K Buy
128
+37
+41% +$8.58K ﹤0.01% 2165
2025
Q3 		$19.3K Sell
91
-14
-13% -$2.65K ﹤0.01% 2387
2025
Q2 		$16.4K Buy
105
+71
+209% +$10.6K ﹤0.01% 2453
2025
Q1 		$5.49K Sell
34
-2
-6% -$367 ﹤0.01% 2449
2024
Q4 		$6.73K Buy
36
+6
+20% +$1.16K ﹤0.01% 2203
2024
Q3 		$5.48K Hold
30
– – ﹤0.01% 2193
2024
Q2 		$5.6K Hold
30
– – ﹤0.01% 2183
2024
Q1 		$5.19K Hold
30
– – ﹤0.01% 2038
2023
Q4 		$4.75K Hold
30
– – ﹤0.01% 1880
2023
Q3 		$4.37K Hold
30
– – ﹤0.01% 1754
2023
Q2 		$4.24K Hold
30
– – ﹤0.01% 1798
2023
Q1 		$3.67K Sell
30
-29
-49% -$3.3K ﹤0.01% 1745
2022
Q4 		$6.05K Hold
59
– – ﹤0.01% 1529
2022
Q3 		$4K Sell
59
-98
-62% -$8.75K ﹤0.01% 1476
2022
Q2 		$13K Hold
157
– – ﹤0.01% 968
2022
Q1 		$15K Hold
157
– – ﹤0.01% 822
2021
Q4 		$18K Buy
+157
New +$17.1K 0.01% 735

Other funds holding SXI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EverSource Wealth Advisors's SXI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Standex International (SXI) stake by 7.5% in Q2 2026, selling an estimated $3.36K and leaving 147 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

EverSource Wealth Advisors first reported a position in SXI in Q4 2021 and has held it in 19 quarters since. 129 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • EverSource Wealth Advisors held 147 shares of Standex International worth $52.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 12 Standex International shares in Q2 2026, an estimated $3.36K.
  • Standex International made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1751 holding.
  • EverSource Wealth Advisors first reported a position in Standex International in Q4 2021 and has held it in 19 quarters since.
  • 129 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.