Integrated Wealth Concepts’s Standex International SXI Stock Holding History

Integrated Wealth Concepts’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	$10K	Buy	+28	New	+$7.83K	﹤0.01%	4559

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

Integrated Wealth Concepts's SXI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Standex International (SXI) in Q2 2026: 28 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #4559 among its holdings.

328 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

Integrated Wealth Concepts held 28 shares of Standex International worth $10K as of Q2 2026.
Standex International was a new Integrated Wealth Concepts position in Q2 2026.
Standex International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4559 holding.
328 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.