Kestra Advisory Services
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Kestra Advisory Services’s Standex International SXI Stock Holding History

Kestra Advisory Services’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
Q3 		$576K Buy
2,110
+1,004
+91% +$300K ﹤0.01% 2376
2026
Q2 		$396K Sell
1,106
-197
-15% -$55.1K ﹤0.01% 2523
2026
Q1 		$332K Buy
1,303
+124
+11% +$31.1K ﹤0.01% 2534
2025
Q4 		$256K Sell
1,179
-19
-2% -$4.4K ﹤0.01% 2672
2025
Q3 		$254K Sell
1,198
-2,116
-64% -$400K ﹤0.01% 2576
2025
Q2 		$519K Buy
3,314
+748
+29% +$112K ﹤0.01% 1943
2025
Q1 		$414K Buy
2,566
+68
+3% +$12.5K ﹤0.01% 1942
2024
Q4 		$467K Sell
2,498
-12
-0.5% -$2.32K ﹤0.01% 1921
2024
Q3 		$459K Sell
2,510
-36
-1% -$6.26K ﹤0.01% 1816
2024
Q2 		$410K Sell
2,546
-152
-6% -$25.7K ﹤0.01% 1909
2024
Q1 		$492K Buy
2,698
+2
+0.1% +$323 ﹤0.01% 1676
2023
Q4 		$427K Buy
2,696
+140
+5% +$20.2K ﹤0.01% 1617
2023
Q3 		$372K Buy
2,556
+7
+0.3% +$1.04K ﹤0.01% 1533
2023
Q2 		$361K Sell
2,549
-16
-0.6% -$2.11K ﹤0.01% 1493
2023
Q1 		$314K Sell
2,565
-608
-19% -$69.2K ﹤0.01% 1533
2022
Q4 		$325K Buy
3,173
+549
+21% +$53.9K ﹤0.01% 1680
2022
Q3 		$214K Sell
2,624
-216
-8% -$19.3K ﹤0.01% 1834
2022
Q2 		$241K Buy
2,840
+245
+9% +$22.9K ﹤0.01% 1783
2022
Q1 		$259K Buy
2,595
+22
+0.9% +$2.3K ﹤0.01% 1677
2021
Q4 		$285K Sell
2,573
-25
-1% -$2.72K ﹤0.01% 1631
2021
Q3 		$257K Buy
2,598
+33
+1% +$3.14K ﹤0.01% 1798
2021
Q2 		$243K Buy
2,565
+46
+2% +$4.46K ﹤0.01% 1721
2021
Q1 		$241K Sell
2,519
-738
-23% -$68.4K ﹤0.01% 1601
2020
Q4 		$250K Buy
+3,257
New +$232K ﹤0.01% 1570

Other funds holding SXI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Kestra Advisory Services's SXI Position: Q3 2026 in Review

Kestra Advisory Services increased its Standex International (SXI) stake by 91% in Q3 2026, buying an estimated $300K and bringing the position to 2,110 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Kestra Advisory Services first reported a position in SXI in Q4 2020 and has held it in 24 quarters since. 130 funds tracked by Wall St. Rank hold SXI as of Q3 2026.

  • Kestra Advisory Services held 2,110 shares of Standex International worth $576K as of Q3 2026.
  • Kestra Advisory Services bought 1,004 Standex International shares in Q3 2026, an estimated $300K.
  • Standex International made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2376 holding.
  • Kestra Advisory Services first reported a position in Standex International in Q4 2020 and has held it in 24 quarters since.
  • 130 funds tracked by Wall St. Rank held Standex International as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.