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BFC Planning, Inc.’s Standex International SXI Stock Holding History

BFC Planning, Inc.’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 		$7.15K Buy
20
+2
+11% +$560 ﹤0.01% 2529
2026
Q1 		$4.59K Buy
18
+8
+80% +$2.01K ﹤0.01% 2338
2025
Q4 		$2.17K Hold
10
– – ﹤0.01% 2608
2025
Q3 		$2.12K Hold
10
– – ﹤0.01% 2458
2025
Q2 		$1.56K Hold
10
– – ﹤0.01% 2360
2025
Q1 		$1.61K Hold
10
– – ﹤0.01% 2347
2024
Q4 		$1.87K Buy
+10
New +$1.93K ﹤0.01% 2297

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 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 $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFC Planning, Inc.'s SXI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Standex International (SXI) stake by 11% in Q2 2026, buying an estimated $560 and bringing the position to 20 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

BFC Planning, Inc. first reported a position in SXI in Q4 2024 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • BFC Planning, Inc. held 20 shares of Standex International worth $7.15K as of Q2 2026.
  • BFC Planning, Inc. bought 2 Standex International shares in Q2 2026, an estimated $560.
  • Standex International made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2529 holding.
  • BFC Planning, Inc. first reported a position in Standex International in Q4 2024 and has held it in 7 quarters since.
  • 330 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.