KFI
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Key Financial Inc’s Standex International SXI Stock Holding History

Key Financial 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
Q1 		$12.2K Hold
48
– – ﹤0.01% 836
2025
Q4 		$10.4K Hold
48
– – ﹤0.01% 880
2025
Q3 		$10.1K Hold
48
– – ﹤0.01% 877
2025
Q2 		$7.51K Hold
48
– – ﹤0.01% 930
2025
Q1 		$7.75K Hold
48
– – ﹤0.01% 883
2024
Q4 		$8.98K Hold
48
– – ﹤0.01% 836
2024
Q3 		$8.77K Hold
48
– – ﹤0.01% 834
2024
Q2 		$7.74K Hold
48
– – ﹤0.01% 842
2024
Q1 		$8.75K Hold
48
– – ﹤0.01% 795
2023
Q4 		$7.6K Hold
48
– – ﹤0.01% 811
2023
Q3 		$6.99K Hold
48
– – ﹤0.01% 816
2023
Q2 		$6.79K Buy
+48
New +$6.34K ﹤0.01% 828

Other funds holding SXI

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return