Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Standex International SXI Stock Holding History

Kovitz Investment Group Partners’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 		$1.78M Buy
+6,968
New +$1.75M 0.04% 248
2025
Q3 		– Sell
-14,017
Closed -$2.19M – 1481
2025
Q2 		$2.19M Sell
14,017
-2,714
-16% -$407K 0.01% 614
2025
Q1 		$2.7M Buy
16,731
+1,117
+7% +$205K 0.01% 526
2024
Q4 		$2.92M Sell
15,614
-9
-0.1% -$1.74K 0.01% 504
2024
Q3 		$2.82M Buy
+15,623
New +$2.72M 0.02% 439

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's SXI Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Standex International (SXI) in Q1 2026: 6,968 shares worth $1.78M. The stake represents 0.04% of the portfolio and ranks #248 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in SXI as recently as Q2 2025.

Kovitz Investment Group Partners first reported a position in SXI in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.92M in Q4 2024. 285 funds tracked by Wall St. Rank hold SXI as of Q1 2026.

  • Kovitz Investment Group Partners held 6,968 shares of Standex International worth $1.78M as of Q1 2026.
  • Standex International was a new Kovitz Investment Group Partners position in Q1 2026.
  • Standex International made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #248 holding.
  • Kovitz Investment Group Partners first reported a position in Standex International in Q3 2024 and has held it in 5 quarters since.
  • Kovitz Investment Group Partners's Standex International position peaked at $2.92M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Standex International as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.